VA
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VestGen Advisors’s Gartner IT Stock Holding History

VestGen 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 		$334K Sell
2,578
-186
-7% -$28K 0.01% 804
2026
Q1 		$423K Buy
+2,764
New +$509K 0.01% 713

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

VestGen Advisors's IT Position: Q2 2026 in Review

VestGen Advisors reduced its Gartner (IT) stake by 6.7% in Q2 2026, selling an estimated $28K and leaving 2,578 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #804.

VestGen Advisors first reported a position in IT in Q1 2026 and has held it in 2 quarters since. The position peaked at $423K in Q1 2026. 648 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • VestGen Advisors held 2,578 shares of Gartner worth $334K as of Q2 2026.
  • VestGen Advisors sold 186 Gartner shares in Q2 2026, an estimated $28K.
  • Gartner made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #804 holding.
  • VestGen Advisors first reported a position in Gartner in Q1 2026 and has held it in 2 quarters since.
  • VestGen Advisors's Gartner position peaked at $423K in Q1 2026.
  • 648 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.