Principia Wealth Advisory’s Gartner IT Stock Holding History

Principia Wealth Advisory’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	$1.43K	Buy	11 +6	+120%	+$904	﹤0.01%	684
2026 Q1	$792	Sell	5 -3	-38%	-$552	﹤0.01%	759
2025 Q4	$2.02K	Sell	8 -1	-11%	-$241	﹤0.01%	464
2025 Q3	$2.37K	Buy	9 +5	+125%	+$1.46K	﹤0.01%	401
2025 Q2	$1.62K	Buy	+4	New	+$1.67K	﹤0.01%	433
2025 Q1	–	Sell	-3	Closed	-$1.45K	–	883
2024 Q4	$1.45K	Buy	+3	New	+$1.55K	﹤0.01%	288

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

Principia Wealth Advisory's IT Position: Q2 2026 in Review

Principia Wealth Advisory increased its Gartner (IT) stake by 120% in Q2 2026, buying an estimated $904 and bringing the position to 11 shares worth $1.43K. The position accounts for ﹤0.01% of the portfolio, ranked #684.

Principia Wealth Advisory first reported a position in IT in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.37K in Q3 2025. 650 funds tracked by Wall St. Rank hold IT as of Q2 2026.

Principia Wealth Advisory held 11 shares of Gartner worth $1.43K as of Q2 2026.
Principia Wealth Advisory bought 6 Gartner shares in Q2 2026, an estimated $904.
Gartner made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #684 holding.
Principia Wealth Advisory first reported a position in Gartner in Q4 2024 and has held it in 6 quarters since.
Principia Wealth Advisory's Gartner position peaked at $2.37K in Q3 2025.
650 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.