SWA
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Stratos Wealth Advisors’s Gartner IT Stock Holding History

Stratos Wealth Advisors’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
-990
Closed -$250K – 643
2025
Q4 		$250K Buy
990
+26
+3% +$6.26K 0.01% 573
2025
Q3 		$253K Hold
964
– – 0.01% 596
2025
Q2 		$390K Sell
964
-7
-0.7% -$2.93K 0.02% 494
2025
Q1 		$408K Sell
971
-41
-4% -$20.2K 0.02% 486
2024
Q4 		$490K Sell
1,012
-1
-0.1% -$516 0.02% 482
2024
Q3 		$513K Sell
1,013
-23
-2% -$11.1K 0.02% 494
2024
Q2 		$465K Sell
1,036
-474
-31% -$211K 0.02% 487
2024
Q1 		$720K Sell
1,510
-21
-1% -$9.66K 0.04% 390
2023
Q4 		$691K Sell
1,531
-57
-4% -$22.8K 0.04% 400
2023
Q3 		$546K Buy
1,588
+60
+4% +$20.9K 0.04% 416
2023
Q2 		$535K Sell
1,528
-15
-1% -$4.88K 0.04% 422
2023
Q1 		$503K Sell
1,543
-33
-2% -$10.9K 0.04% 416
2022
Q4 		$530K Sell
1,576
-125
-7% -$40.3K 0.04% 388
2022
Q3 		$471K Sell
1,701
-429
-20% -$120K 0.05% 362
2022
Q2 		$515K Sell
2,130
-365
-15% -$97.1K 0.05% 358
2022
Q1 		$742K Sell
2,495
-809
-24% -$234K 0.06% 321
2021
Q4 		$1.1M Sell
3,304
-31
-0.9% -$9.97K 0.08% 265
2021
Q3 		$1.01M Sell
3,335
-619
-16% -$179K 0.09% 251
2021
Q2 		$958K Buy
+3,954
New +$865K 0.08% 245

Other funds holding IT

BlackRock
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 $3.38T AUM 44.17% 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

Stratos Wealth Advisors's IT Position: Q1 2026 in Review

Stratos Wealth Advisors sold out of Gartner (IT) in Q1 2026, closing a stake of 990 shares — an estimated $250K sold.

Stratos Wealth Advisors first reported a position in IT in Q2 2021 and held it in 19 quarters. The position peaked at $1.1M in Q4 2021. 719 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Stratos Wealth Advisors reported no remaining Gartner position as of Q1 2026 after selling out during the quarter.
  • Stratos Wealth Advisors sold 990 Gartner shares in Q1 2026, an estimated $250K.
  • Stratos Wealth Advisors first reported a position in Gartner in Q2 2021 and held it in 19 quarters.
  • Stratos Wealth Advisors's Gartner position peaked at $1.1M in Q4 2021.
  • 719 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.