Sequoia Financial Advisors’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $508K | Sell |
3,917
-827
| -17% | -$125K | ﹤0.01% | 1333 |
|
|
2026
Q1 | $751K | Buy |
4,744
+1,644
| +53% | +$302K | ﹤0.01% | 1030 |
|
|
2025
Q4 | $782K | Buy |
3,100
+1,003
| +48% | +$241K | ﹤0.01% | 1016 |
|
|
2025
Q3 | $551K | Buy |
2,097
+372
| +22% | +$108K | ﹤0.01% | 1083 |
|
|
2025
Q2 | $697K | Buy |
1,725
+31
| +2% | +$13K | ﹤0.01% | 848 |
|
|
2025
Q1 | $711K | Sell |
1,694
-37
| -2% | -$18.2K | 0.01% | 733 |
|
|
2024
Q4 | $839K | Buy |
1,731
+30
| +2% | +$15.5K | 0.01% | 633 |
|
|
2024
Q3 | $862K | Buy |
1,701
+387
| +29% | +$186K | 0.01% | 588 |
|
|
2024
Q2 | $590K | Buy |
1,314
+77
| +6% | +$34.3K | 0.01% | 633 |
|
|
2024
Q1 | $590K | Sell |
1,237
-705
| -36% | -$324K | 0.01% | 632 |
|
|
2023
Q4 | $876K | Buy |
1,942
+1,011
| +109% | +$404K | 0.01% | 565 |
|
|
2023
Q3 | $320K | Buy |
931
+16
| +2% | +$5.58K | 0.01% | 667 |
|
|
2023
Q2 | $321K | Sell |
915
-149
| -14% | -$48.5K | 0.01% | 673 |
|
|
2023
Q1 | $347K | Sell |
1,064
-9
| -0.8% | -$2.98K | 0.01% | 578 |
|
|
2022
Q4 | $361K | Buy |
+1,073
| New | +$346K | 0.01% | 530 |
|
|
2022
Q2 | – | Sell |
-855
| Closed | -$254K | – | 637 |
|
|
2022
Q1 | $254K | Buy |
855
+13
| +2% | +$3.76K | 0.01% | 549 |
|
|
2021
Q4 | $281K | Buy |
+842
| New | +$271K | 0.01% | 456 |
|
|
2021
Q1 | – | Sell |
-1,272
| Closed | -$204K | – | 456 |
|
|
2020
Q4 | $204K | Buy |
+1,272
| New | +$183K | 0.01% | 395 |
|
|
2020
Q1 | – | Sell |
-1,446
| Closed | -$223K | – | 384 |
|
|
2019
Q4 | $223K | Hold |
1,446
| – | – | 0.01% | 347 |
|
|
2019
Q3 | $207K | Hold |
1,446
| – | – | 0.02% | 336 |
|
|
2019
Q2 | $233K | Hold |
1,446
| – | – | 0.02% | 323 |
|
|
2019
Q1 | $219K | Buy |
+1,446
| New | +$201K | 0.02% | 331 |
|
|
2018
Q4 | – | Sell |
-1,777
| Closed | -$282K | – | 316 |
|
|
2018
Q3 | $282K | Sell |
1,777
-198
| -10% | -$28.7K | 0.03% | 237 |
|
|
2018
Q2 | $262K | Hold |
1,975
| – | – | 0.03% | 251 |
|
|
2018
Q1 | $232K | Buy |
+1,975
| New | +$247K | 0.02% | 260 |
|
|
2017
Q4 | – | Sell |
-1,654
| Closed | -$206K | – | 313 |
|
|
2017
Q3 | $206K | Sell |
1,654
-45
| -3% | -$5.56K | 0.02% | 265 |
|
|
2017
Q2 | $210K | Buy |
+1,699
| New | +$197K | 0.03% | 260 |
|
Other funds holding IT
IFP
Sequoia Financial Advisors's IT Position: Q2 2026 in Review
Sequoia Financial Advisors reduced its Gartner (IT) stake by 17% in Q2 2026, selling an estimated $125K and leaving 3,917 shares worth $508K. The position accounts for ﹤0.01% of the portfolio, ranked #1333.
Sequoia Financial Advisors first reported a position in IT in Q2 2017 and has held it in 27 quarters since. The position peaked at $876K in Q4 2023. 646 funds tracked by Wall St. Rank hold IT as of Q2 2026.
- Sequoia Financial Advisors held 3,917 shares of Gartner worth $508K as of Q2 2026.
- Sequoia Financial Advisors sold 827 Gartner shares in Q2 2026, an estimated $125K.
- Gartner made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1333 holding.
- Sequoia Financial Advisors first reported a position in Gartner in Q2 2017 and has held it in 27 quarters since.
- Sequoia Financial Advisors's Gartner position peaked at $876K in Q4 2023.
- 646 funds tracked by Wall St. Rank held Gartner as of Q2 2026.
Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.