Turning Point Benefit Group’s Gartner IT Stock Holding History

Turning Point Benefit Group’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	-2	Closed	-$504	–	444
2025 Q4	$504	Sell	2 -3	-60%	-$722	﹤0.01%	644
2025 Q3	$1.25K	Buy	+5	New	+$1.46K	﹤0.01%	368

Other funds holding IT

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Turning Point Benefit Group's IT Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Gartner (IT) in Q1 2026, closing a stake of 2 shares — an estimated $504 sold.

Turning Point Benefit Group first reported a position in IT in Q3 2025 and held it in 2 quarters. The position peaked at $1.25K in Q3 2025. 716 funds tracked by Wall St. Rank hold IT as of Q1 2026.

Turning Point Benefit Group reported no remaining Gartner position as of Q1 2026 after selling out during the quarter.
Turning Point Benefit Group sold 2 Gartner shares in Q1 2026, an estimated $504.
Turning Point Benefit Group first reported a position in Gartner in Q3 2025 and held it in 2 quarters.
Turning Point Benefit Group's Gartner position peaked at $1.25K in Q3 2025.
716 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.