TFC Financial Management’s Gartner IT Stock Holding History

TFC Financial 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 Q2	$389	Sell	3 -1	-25%	-$151	﹤0.01%	786
2026 Q1	$634	Buy	+4	New	+$736	﹤0.01%	674
2025 Q4	–	Sell	-2	Closed	-$526	–	1016
2025 Q3	$526	Hold	2	–	–	﹤0.01%	712
2025 Q2	$809	Sell	2 -1	-33%	-$418	﹤0.01%	604
2025 Q1	$1.26K	Hold	3	–	–	﹤0.01%	534
2024 Q4	$1.45K	Hold	3	–	–	﹤0.01%	538
2024 Q3	$1.52K	Buy	3 +1	+50%	+$481	﹤0.01%	536
2024 Q2	$899	Sell	2 -1	-33%	-$445	﹤0.01%	574
2024 Q1	$1.43K	Buy	3 +1	+50%	+$460	﹤0.01%	504
2023 Q4	$903	Hold	2	–	–	﹤0.01%	523
2023 Q3	$688	Hold	2	–	–	﹤0.01%	573
2023 Q2	$701	Buy	+2	New	+$651	﹤0.01%	547

Other funds holding IT

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

TFC Financial Management's IT Position: Q2 2026 in Review

TFC Financial Management reduced its Gartner (IT) stake by 25% in Q2 2026, selling an estimated $151 and leaving 3 shares worth $389. The position accounts for ﹤0.01% of the portfolio, ranked #786.

TFC Financial Management first reported a position in IT in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.52K in Q3 2024. 651 funds tracked by Wall St. Rank hold IT as of Q2 2026.

TFC Financial Management held 3 shares of Gartner worth $389 as of Q2 2026.
TFC Financial Management sold 1 Gartner share in Q2 2026, an estimated $151.
Gartner made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #786 holding.
TFC Financial Management first reported a position in Gartner in Q2 2023 and has held it in 12 quarters since.
TFC Financial Management's Gartner position peaked at $1.52K in Q3 2024.
651 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.