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Three Bearings Fiduciary Advisors’s Gartner IT Stock Holding History

Three Bearings Fiduciary 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
-5
Closed -$1.05K – 371
2025
Q4 		$1.05K Buy
+5
New +$1.2K ﹤0.01% 294

Other funds holding IT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Three Bearings Fiduciary Advisors's IT Position: Q1 2026 in Review

Three Bearings Fiduciary Advisors sold out of Gartner (IT) in Q1 2026, closing a stake of 5 shares — an estimated $1.05K sold.

Three Bearings Fiduciary Advisors first reported a position in IT in Q4 2025 and held it in 1 quarter. The position peaked at $1.05K in Q4 2025. 715 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Three Bearings Fiduciary Advisors reported no remaining Gartner position as of Q1 2026 after selling out during the quarter.
  • Three Bearings Fiduciary Advisors sold 5 Gartner shares in Q1 2026, an estimated $1.05K.
  • Three Bearings Fiduciary Advisors first reported a position in Gartner in Q4 2025 and held it in 1 quarter.
  • Three Bearings Fiduciary Advisors's Gartner position peaked at $1.05K in Q4 2025.
  • 715 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q1 2026, filed 11 Jun 2026.