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Transamerica Financial Advisors’s Gartner IT Stock Holding History

Transamerica Financial 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
Q2 		$50.9K Sell
393
-47
-11% -$7.08K ﹤0.01% 696
2026
Q1 		$69.7K Buy
440
+434
+7,233% +$79.9K 0.01% 600
2025
Q4 		$1.51K Sell
6
-5
-45% -$1.2K ﹤0.01% 1181
2025
Q3 		$2.89K Buy
+11
New +$3.21K ﹤0.01% 976

Other funds holding IT

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Transamerica Financial Advisors's IT Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Gartner (IT) stake by 11% in Q2 2026, selling an estimated $7.08K and leaving 393 shares worth $50.9K. The position accounts for ﹤0.01% of the portfolio, ranked #696.

Transamerica Financial Advisors first reported a position in IT in Q3 2025 and has held it in 4 quarters since. The position peaked at $69.7K in Q1 2026. 650 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Transamerica Financial Advisors held 393 shares of Gartner worth $50.9K as of Q2 2026.
  • Transamerica Financial Advisors sold 47 Gartner shares in Q2 2026, an estimated $7.08K.
  • Gartner made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #696 holding.
  • Transamerica Financial Advisors first reported a position in Gartner in Q3 2025 and has held it in 4 quarters since.
  • Transamerica Financial Advisors's Gartner position peaked at $69.7K in Q1 2026.
  • 650 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.