Plante Moran Financial Advisors’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $130 | Buy |
+1
| New | +$151 | ﹤0.01% | 1524 |
|
|
2025
Q1 | – | Sell |
-14
| Closed | -$6.78K | – | 881 |
|
|
2024
Q4 | $6.78K | Buy |
+14
| New | +$7.22K | ﹤0.01% | 645 |
|
|
2024
Q1 | – | Sell |
-15
| Closed | -$6.77K | – | 888 |
|
|
2023
Q4 | $6.77K | Buy |
+15
| New | +$5.99K | ﹤0.01% | 611 |
|
|
2021
Q3 | – | Sell |
-68
| Closed | -$16K | – | 971 |
|
|
2021
Q2 | $16K | Sell |
68
-100
| -60% | -$21.9K | ﹤0.01% | 600 |
|
|
2021
Q1 | $31K | Hold |
168
| – | – | 0.01% | 455 |
|
|
2020
Q4 | $27K | Sell |
168
-25
| -13% | -$3.6K | 0.01% | 460 |
|
|
2020
Q3 | $24K | Buy |
193
+25
| +15% | +$3.18K | 0.01% | 456 |
|
|
2020
Q2 | $20K | Buy |
168
+68
| +68% | +$7.86K | 0.01% | 429 |
|
|
2020
Q1 | $10K | Buy |
+100
| New | +$13.7K | ﹤0.01% | 496 |
|
|
2019
Q3 | – | Sell |
-200
| Closed | -$32K | – | 879 |
|
|
2019
Q2 | $32K | Buy |
+200
| New | +$31.3K | 0.01% | 415 |
|
|
2018
Q1 | – | Sell |
-85
| Closed | -$10K | – | 980 |
|
|
2017
Q4 | $10K | Buy |
+85
| New | +$10.3K | 0.01% | 595 |
|
|
2017
Q3 | – | Sell |
-175
| Closed | -$22K | – | 830 |
|
|
2017
Q2 | $22K | Buy |
175
+42
| +32% | +$4.88K | 0.01% | 455 |
|
|
2017
Q1 | $14K | Hold |
133
| – | – | 0.01% | 529 |
|
|
2016
Q4 | $13K | Hold |
133
| – | – | 0.01% | 548 |
|
|
2016
Q3 | $12K | Hold |
133
| – | – | 0.01% | 568 |
|
|
2016
Q2 | $13K | Hold |
133
| – | – | 0.01% | 489 |
|
|
2016
Q1 | $12K | Hold |
133
| – | – | 0.01% | 456 |
|
|
2015
Q4 | $12K | Hold |
133
| – | – | 0.01% | 539 |
|
|
2015
Q3 | $11K | Hold |
133
| – | – | 0.01% | 469 |
|
|
2015
Q2 | $11K | Hold |
133
| – | – | 0.01% | 509 |
|
|
2015
Q1 | $11K | Sell |
133
-27
| -17% | -$2.23K | 0.01% | 500 |
|
|
2014
Q4 | $13K | Buy |
160
+27
| +20% | +$2.19K | 0.01% | 483 |
|
|
2014
Q3 | $10K | Hold |
133
| – | – | 0.01% | 536 |
|
|
2014
Q2 | $9K | Hold |
133
| – | – | 0.01% | 562 |
|
|
2014
Q1 | $9K | Hold |
133
| – | – | 0.01% | 387 |
|
|
2013
Q4 | $9K | Hold |
133
| – | – | 0.01% | 470 |
|
|
2013
Q3 | $8K | Hold |
133
| – | – | ﹤0.01% | 420 |
|
|
2013
Q2 | $8K | Buy |
+133
| New | +$7.55K | 0.01% | 381 |
|
Other funds holding IT
IFP
Plante Moran Financial Advisors's IT Position: Q2 2026 in Review
Plante Moran Financial Advisors opened a new position in Gartner (IT) in Q2 2026: 1 share worth $130. The stake represents ﹤0.01% of the portfolio and ranks #1524 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in IT as recently as Q4 2024.
Plante Moran Financial Advisors first reported a position in IT in Q2 2013 and has held it in 28 quarters since. The position peaked at $32K in Q2 2019. 653 funds tracked by Wall St. Rank hold IT as of Q2 2026.
- Plante Moran Financial Advisors held 1 share of Gartner worth $130 as of Q2 2026.
- Gartner was a new Plante Moran Financial Advisors position in Q2 2026.
- Gartner made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1524 holding.
- Plante Moran Financial Advisors first reported a position in Gartner in Q2 2013 and has held it in 28 quarters since.
- Plante Moran Financial Advisors's Gartner position peaked at $32K in Q2 2019.
- 653 funds tracked by Wall St. Rank held Gartner as of Q2 2026.
Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.