UFPG
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United Financial Planning Group’s Gartner IT Stock Holding History

United Financial Planning 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
Q2 		$2.2K Hold
17
– – ﹤0.01% 437
2026
Q1 		$2.69K Hold
17
– – ﹤0.01% 407
2025
Q4 		$4.29K Buy
+17
New +$4.09K ﹤0.01% 284

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

United Financial Planning Group's IT Position: Q2 2026 in Review

United Financial Planning Group held its Gartner (IT) position steady in Q2 2026 at 17 shares worth $2.2K. The position accounts for ﹤0.01% of the portfolio, ranked #437.

United Financial Planning Group first reported a position in IT in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.29K in Q4 2025. 650 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • United Financial Planning Group held 17 shares of Gartner worth $2.2K as of Q2 2026.
  • United Financial Planning Group left its Gartner share count unchanged in Q2 2026.
  • Gartner made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #437 holding.
  • United Financial Planning Group first reported a position in Gartner in Q4 2025 and has held it in 3 quarters since.
  • United Financial Planning Group's Gartner position peaked at $4.29K in Q4 2025.
  • 650 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.