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 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

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

TFC Financial Management's IT Position: Q1 2026 in Review

TFC Financial Management opened a new position in Gartner (IT) in Q1 2026: 4 shares worth $634. The stake represents ﹤0.01% of the portfolio and ranks #674 among its holdings. This is a return to the name: TFC Financial Management previously reported a position in IT as recently as Q3 2025.

TFC Financial Management first reported a position in IT in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.52K in Q3 2024. 712 funds tracked by Wall St. Rank hold IT as of Q1 2026.

TFC Financial Management held 4 shares of Gartner worth $634 as of Q1 2026.
Gartner was a new TFC Financial Management position in Q1 2026.
Gartner made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #674 holding.
TFC Financial Management first reported a position in Gartner in Q2 2023 and has held it in 11 quarters since.
TFC Financial Management's Gartner position peaked at $1.52K in Q3 2024.
712 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.