VFA
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Valeo Financial Advisors’s Gartner IT Stock Holding History

Valeo 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
Q1 		– Sell
-839
Closed -$212K – 830
2025
Q4 		$212K Buy
839
+68
+9% +$16.4K ﹤0.01% 739
2025
Q3 		$203K Sell
771
-65
-8% -$19K ﹤0.01% 755
2025
Q2 		$338K Sell
836
-68
-8% -$28.5K 0.01% 543
2025
Q1 		$379K Sell
904
-3
-0.3% -$1.48K 0.01% 476
2024
Q4 		$439K Buy
907
+8
+0.9% +$4.12K 0.01% 440
2024
Q3 		$456K Buy
899
+10
+1% +$4.81K 0.01% 428
2024
Q2 		$399K Buy
889
+91
+11% +$40.5K 0.01% 450
2024
Q1 		$360K Sell
798
-10
-1% -$4.6K 0.01% 452
2023
Q4 		$364K Sell
808
-8
-1% -$3.2K 0.01% 434
2023
Q3 		$280K Buy
816
+89
+12% +$31K 0.01% 476
2023
Q2 		$255K Buy
+727
New +$237K 0.01% 471
2020
Q3 		– Sell
-105
Closed -$13K – 1862
2020
Q2 		$13K Buy
105
+9
+9% +$1.04K ﹤0.01% 1193
2020
Q1 		$10K Buy
96
+21
+28% +$2.88K ﹤0.01% 1096
2019
Q4 		$12K Sell
75
-11
-13% -$1.68K ﹤0.01% 1056
2019
Q3 		$12K Hold
86
– – ﹤0.01% 977
2019
Q2 		$14K Hold
86
– – ﹤0.01% 933
2019
Q1 		$13K Hold
86
– – ﹤0.01% 891
2018
Q4 		$11K Hold
86
– – ﹤0.01% 859
2018
Q3 		$12K Hold
86
– – ﹤0.01% 915
2018
Q2 		$12K Buy
86
+22
+34% +$2.82K ﹤0.01% 902
2018
Q1 		$8K Buy
64
+14
+28% +$1.75K ﹤0.01% 990
2017
Q4 		$6K Buy
50
+47
+1,567% +$5.71K ﹤0.01% 965
2017
Q3 		$0 Buy
+3
New +$371 ﹤0.01% 1180

Other funds holding IT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Valeo Financial Advisors's IT Position: Q1 2026 in Review

Valeo Financial Advisors sold out of Gartner (IT) in Q1 2026, closing a stake of 839 shares — an estimated $212K sold.

Valeo Financial Advisors first reported a position in IT in Q3 2017 and held it in 23 quarters. The position peaked at $456K in Q3 2024. 719 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Valeo Financial Advisors reported no remaining Gartner position as of Q1 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 839 Gartner shares in Q1 2026, an estimated $212K.
  • Valeo Financial Advisors first reported a position in Gartner in Q3 2017 and held it in 23 quarters.
  • Valeo Financial Advisors's Gartner position peaked at $456K in Q3 2024.
  • 719 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Valeo Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.