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Waverly Advisors’s Gartner IT Stock Holding History

Waverly 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 		$542K Buy
4,181
+474
+13% +$71.4K ﹤0.01% 1139
2026
Q1 		$587K Buy
3,707
+1,740
+88% +$320K ﹤0.01% 1007
2025
Q4 		$496K Buy
1,967
+931
+90% +$224K ﹤0.01% 1018
2025
Q3 		$272K Buy
1,036
+1
+0.1% +$292 ﹤0.01% 1080
2025
Q2 		$418K Buy
1,035
+265
+34% +$111K ﹤0.01% 858
2025
Q1 		$323K Buy
770
+52
+7% +$25.6K ﹤0.01% 903
2024
Q4 		$348K Buy
+718
New +$370K 0.01% 780

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

Waverly Advisors's IT Position: Q2 2026 in Review

Waverly Advisors increased its Gartner (IT) stake by 13% in Q2 2026, buying an estimated $71.4K and bringing the position to 4,181 shares worth $542K. The position accounts for ﹤0.01% of the portfolio, ranked #1139.

Waverly Advisors first reported a position in IT in Q4 2024 and has held it in 7 quarters since. The position peaked at $587K in Q1 2026. 653 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Waverly Advisors held 4,181 shares of Gartner worth $542K as of Q2 2026.
  • Waverly Advisors bought 474 Gartner shares in Q2 2026, an estimated $71.4K.
  • Gartner made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1139 holding.
  • Waverly Advisors first reported a position in Gartner in Q4 2024 and has held it in 7 quarters since.
  • Waverly Advisors's Gartner position peaked at $587K in Q1 2026.
  • 653 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.