Root Financial Partners
IT icon

Root Financial Partners’s Gartner IT Stock Holding History

Root Financial Partners’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
Q3 		$179K Buy
+960
New +$164K 0.01% 487
2026
Q2 		– Sell
-68
Closed -$10.8K – 1797
2026
Q1 		$10.8K Buy
68
+32
+89% +$5.89K ﹤0.01% 1657
2025
Q4 		$9.08K Buy
36
+3
+9% +$722 ﹤0.01% 1539
2025
Q3 		$8.68K Buy
+33
New +$9.6K ﹤0.01% 1510

Other funds holding IT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Independent Franchise Partners
Independent Franchise Partners London, United Kingdom $16.1B AUM 4.39% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $9.18B AUM 10.37% 1-Year Est. Return

Root Financial Partners's IT Position: Q3 2026 in Review

Root Financial Partners opened a new position in Gartner (IT) in Q3 2026: 960 shares worth $179K. The stake represents 0.01% of the portfolio and ranks #487 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IT as recently as Q1 2026.

Root Financial Partners first reported a position in IT in Q3 2025 and has held it in 4 quarters since. 558 funds tracked by Wall St. Rank hold IT as of Q3 2026.

  • Root Financial Partners held 960 shares of Gartner worth $179K as of Q3 2026.
  • Gartner was a new Root Financial Partners position in Q3 2026.
  • Gartner made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #487 holding.
  • Root Financial Partners first reported a position in Gartner in Q3 2025 and has held it in 4 quarters since.
  • 558 funds tracked by Wall St. Rank held Gartner as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.