SageView Advisory Group’s Gartner IT Stock Holding History

SageView Advisory Group’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 Q1	–	Sell	-136	Closed	-$34.3K	–	1492
2025 Q4	$34.3K	Buy	+136	New	+$32.7K	﹤0.01%	1234

Other funds holding IT

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

SageView Advisory Group's IT Position: Q1 2026 in Review

SageView Advisory Group sold out of Gartner (IT) in Q1 2026, closing a stake of 136 shares — an estimated $34.3K sold.

SageView Advisory Group first reported a position in IT in Q4 2025 and held it in 1 quarter. The position peaked at $34.3K in Q4 2025. 719 funds tracked by Wall St. Rank hold IT as of Q1 2026.

SageView Advisory Group reported no remaining Gartner position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 136 Gartner shares in Q1 2026, an estimated $34.3K.
SageView Advisory Group first reported a position in Gartner in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Gartner position peaked at $34.3K in Q4 2025.
719 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.