SAI
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Savvy Advisors Inc’s Gartner IT Stock Holding History

Savvy Advisors Inc’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 		$358K Buy
2,263
+632
+39% +$116K 0.01% 798
2025
Q4 		$411K Buy
+1,631
New +$393K 0.01% 639

Other funds holding IT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Savvy Advisors Inc's IT Position: Q1 2026 in Review

Savvy Advisors Inc increased its Gartner (IT) stake by 39% in Q1 2026, buying an estimated $116K and bringing the position to 2,263 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #798.

Savvy Advisors Inc first reported a position in IT in Q4 2025 and has held it in 2 quarters since. The position peaked at $411K in Q4 2025. 712 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Savvy Advisors Inc held 2,263 shares of Gartner worth $358K as of Q1 2026.
  • Savvy Advisors Inc bought 632 Gartner shares in Q1 2026, an estimated $116K.
  • Gartner made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #798 holding.
  • Savvy Advisors Inc first reported a position in Gartner in Q4 2025 and has held it in 2 quarters since.
  • Savvy Advisors Inc's Gartner position peaked at $411K in Q4 2025.
  • 712 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.