SHP Wealth Management’s Gartner IT Stock Holding History

SHP Wealth Management’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	$3.17K	Buy	20 +19	+1,900%	+$3.5K	﹤0.01%	1176
2025 Q4	$262	Buy	+1	New	+$241	﹤0.01%	1446

Other funds holding IT

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

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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SHP Wealth Management's IT Position: Q1 2026 in Review

SHP Wealth Management increased its Gartner (IT) stake by 1,900% in Q1 2026, buying an estimated $3.5K and bringing the position to 20 shares worth $3.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1176.

SHP Wealth Management first reported a position in IT in Q4 2025 and has held it in 2 quarters since. 715 funds tracked by Wall St. Rank hold IT as of Q1 2026.

SHP Wealth Management held 20 shares of Gartner worth $3.17K as of Q1 2026.
SHP Wealth Management bought 19 Gartner shares in Q1 2026, an estimated $3.5K.
Gartner made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1176 holding.
SHP Wealth Management first reported a position in Gartner in Q4 2025 and has held it in 2 quarters since.
715 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.