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 Q2	–	Sell	-2,263	Closed	-$358K	–	1300
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

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 $3.38T AUM 44.17% 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

Savvy Advisors Inc's IT Position: Q2 2026 in Review

Savvy Advisors Inc sold out of Gartner (IT) in Q2 2026, closing a stake of 2,263 shares — an estimated $358K sold.

Savvy Advisors Inc first reported a position in IT in Q4 2025 and held it in 2 quarters. The position peaked at $411K in Q4 2025. 653 funds tracked by Wall St. Rank hold IT as of Q2 2026.

Savvy Advisors Inc reported no remaining Gartner position as of Q2 2026 after selling out during the quarter.
Savvy Advisors Inc sold 2,263 Gartner shares in Q2 2026, an estimated $358K.
Savvy Advisors Inc first reported a position in Gartner in Q4 2025 and held it in 2 quarters.
Savvy Advisors Inc's Gartner position peaked at $411K in Q4 2025.
653 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.