SFS
IT icon

Sowell Financial Services’s Gartner IT Stock Holding History

Sowell Financial Services’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
-1,883
Closed -$475K – 1153
2025
Q4 		$475K Buy
1,883
+30
+2% +$7.22K 0.02% 663
2025
Q3 		$487K Sell
1,853
-38
-2% -$11.1K 0.02% 639
2025
Q2 		$764K Buy
1,891
+48
+3% +$20.1K 0.03% 494
2025
Q1 		$774K Buy
+1,843
New +$908K 0.04% 463
2021
Q2 		– Sell
-1,957
Closed -$453K – 1609
2021
Q1 		$453K Sell
1,957
-124
-6% -$21.6K 0.02% 685
2020
Q4 		$333K Buy
2,081
+293
+16% +$42.2K 0.01% 654
2020
Q3 		$223K Sell
1,788
-6
-0.3% -$763 0.01% 695
2020
Q2 		$218K Buy
1,794
+638
+55% +$73.7K 0.01% 689
2020
Q1 		$115K Buy
1,156
+181
+19% +$24.8K 0.01% 799
2019
Q4 		$150K Sell
975
-21
-2% -$3.21K 0.01% 798
2019
Q3 		$142K Buy
+996
New +$145K 0.01% 735

Other funds holding IT

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sowell Financial Services's IT Position: Q1 2026 in Review

Sowell Financial Services sold out of Gartner (IT) in Q1 2026, closing a stake of 1,883 shares — an estimated $475K sold.

Sowell Financial Services first reported a position in IT in Q3 2019 and held it in 11 quarters. The position peaked at $774K in Q1 2025. 718 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Sowell Financial Services reported no remaining Gartner position as of Q1 2026 after selling out during the quarter.
  • Sowell Financial Services sold 1,883 Gartner shares in Q1 2026, an estimated $475K.
  • Sowell Financial Services first reported a position in Gartner in Q3 2019 and held it in 11 quarters.
  • Sowell Financial Services's Gartner position peaked at $774K in Q1 2025.
  • 718 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.