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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Waverly Advisors's IT Position: Q1 2026 in Review

Waverly Advisors increased its Gartner (IT) stake by 88% in Q1 2026, buying an estimated $320K and bringing the position to 3,707 shares worth $587K. The position accounts for ﹤0.01% of the portfolio, ranked #1007.

Waverly Advisors first reported a position in IT in Q4 2024 and has held it in 6 quarters since. 712 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Waverly Advisors held 3,707 shares of Gartner worth $587K as of Q1 2026.
  • Waverly Advisors bought 1,740 Gartner shares in Q1 2026, an estimated $320K.
  • Gartner made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1007 holding.
  • Waverly Advisors first reported a position in Gartner in Q4 2024 and has held it in 6 quarters since.
  • 712 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.