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Stratos Wealth Partners’s Gartner IT Stock Holding History

Stratos Wealth Partners’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
-1,886
Closed -$476K – 1659
2025
Q4 		$476K Sell
1,886
-1,238
-40% -$298K 0.01% 1068
2025
Q3 		$821K Buy
3,124
+885
+40% +$258K 0.01% 819
2025
Q2 		$905K Buy
2,239
+683
+44% +$286K 0.01% 725
2025
Q1 		$653K Sell
1,556
-31
-2% -$15.3K 0.01% 797
2024
Q4 		$769K Sell
1,587
-11
-0.7% -$5.67K 0.01% 782
2024
Q3 		$810K Sell
1,598
-78
-5% -$37.5K 0.01% 759
2024
Q2 		$753K Buy
1,676
+41
+3% +$18.2K 0.01% 755
2024
Q1 		$779K Buy
1,635
+237
+17% +$109K 0.01% 738
2023
Q4 		$631K Buy
1,398
+312
+29% +$125K 0.01% 784
2023
Q3 		$373K Buy
+1,086
New +$379K 0.01% 929
2021
Q4 		– Sell
-3,218
Closed -$978K – 1278
2021
Q3 		$978K Buy
+3,218
New +$933K 0.02% 531
2018
Q4 		– Sell
-46
Closed -$7K – 1647
2018
Q3 		$7K Buy
+46
New +$6.67K ﹤0.01% 2315
2018
Q2 		– Sell
-196
Closed -$23K – 1770
2018
Q1 		$23K Sell
196
-26
-12% -$3.25K ﹤0.01% 1967
2017
Q4 		$27K Buy
+222
New +$27K ﹤0.01% 1801

Other funds holding IT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
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
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Stratos Wealth Partners sold out of Gartner (IT) in Q1 2026, closing a stake of 1,886 shares — an estimated $476K sold.

Stratos Wealth Partners first reported a position in IT in Q4 2017 and held it in 14 quarters. The position peaked at $978K in Q3 2021. 712 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Stratos Wealth Partners reported no remaining Gartner position as of Q1 2026 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,886 Gartner shares in Q1 2026, an estimated $476K.
  • Stratos Wealth Partners first reported a position in Gartner in Q4 2017 and held it in 14 quarters.
  • Stratos Wealth Partners's Gartner position peaked at $978K in Q3 2021.
  • 712 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

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