PlanVest Financial’s Gartner IT Stock Holding History

PlanVest Financial’s Portfolio IT Stock Details IT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.07K	Hold	16	–	–	﹤0.01%	515
2026 Q1	$2.53K	Buy	+16	New	+$2.94K	﹤0.01%	480

Other funds holding IT

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

PlanVest Financial's IT Position: Q2 2026 in Review

PlanVest Financial held its Gartner (IT) position steady in Q2 2026 at 16 shares worth $2.07K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

PlanVest Financial first reported a position in IT in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.53K in Q1 2026. 613 funds tracked by Wall St. Rank hold IT as of Q2 2026.

PlanVest Financial held 16 shares of Gartner worth $2.07K as of Q2 2026.
PlanVest Financial left its Gartner share count unchanged in Q2 2026.
Gartner made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #515 holding.
PlanVest Financial first reported a position in Gartner in Q1 2026 and has held it in 2 quarters since.
PlanVest Financial's Gartner position peaked at $2.53K in Q1 2026.
613 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.