UCFA
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United Capital Financial Advisors’s Gartner IT Stock Holding History

United Capital 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 		$1.09M Sell
8,404
-2,855
-25% -$430K 0.01% 770
2026
Q1 		$1.78M Buy
11,259
+7,698
+216% +$1.42M 0.01% 580
2025
Q4 		$898K Sell
3,561
-13,838
-80% -$3.33M 0.01% 775
2025
Q3 		$4.57M Sell
17,399
-288
-2% -$84K 0.03% 321
2025
Q2 		$7.15M Sell
17,687
-362
-2% -$151K 0.06% 242
2025
Q1 		$7.58M Sell
18,049
-16
-0.1% -$7.88K 0.06% 221
2024
Q4 		$8.75M Buy
18,065
+32
+0.2% +$16.5K 0.07% 198
2024
Q3 		$9.14M Buy
18,033
+19
+0.1% +$9.13K 0.08% 195
2024
Q2 		$8.09M Sell
18,014
-757
-4% -$337K 0.07% 203
2024
Q1 		$8.95M Sell
18,771
-45
-0.2% -$20.7K 0.07% 195
2023
Q4 		$8.49M Buy
18,816
+3,544
+23% +$1.42M 0.07% 214
2023
Q3 		$5.25M Buy
15,272
+84
+0.6% +$29.3K 0.03% 292
2023
Q2 		$5.32M Buy
15,188
+5,667
+60% +$1.85M 0.03% 304
2023
Q1 		$3.1M Buy
9,521
+4,487
+89% +$1.48M 0.02% 387
2022
Q4 		$1.69M Buy
5,034
+1,909
+61% +$616K 0.01% 511
2022
Q3 		$865K Buy
+3,125
New +$876K 0.01% 642
2019
Q2 		– Sell
-1,687
Closed -$256K – 1482
2019
Q1 		$256K Buy
+1,687
New +$234K ﹤0.01% 1184

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 $3.38T AUM 44.17% 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

United Capital Financial Advisors's IT Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Gartner (IT) stake by 25% in Q2 2026, selling an estimated $430K and leaving 8,404 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #770.

United Capital Financial Advisors first reported a position in IT in Q1 2019 and has held it in 17 quarters since. The position peaked at $9.14M in Q3 2024. 653 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • United Capital Financial Advisors held 8,404 shares of Gartner worth $1.09M as of Q2 2026.
  • United Capital Financial Advisors sold 2,855 Gartner shares in Q2 2026, an estimated $430K.
  • Gartner made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #770 holding.
  • United Capital Financial Advisors first reported a position in Gartner in Q1 2019 and has held it in 17 quarters since.
  • United Capital Financial Advisors's Gartner position peaked at $9.14M in Q3 2024.
  • 653 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

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