WPA
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Wealth Preservation Advisors’s Gartner IT Stock Holding History

Wealth Preservation 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 		$16.8K Buy
+106
New +$19.5K 0.01% 340

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

Wealth Preservation Advisors's IT Position: Q1 2026 in Review

Wealth Preservation Advisors opened a new position in Gartner (IT) in Q1 2026: 106 shares worth $16.8K. The stake represents 0.01% of the portfolio and ranks #340 among its holdings.

712 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Wealth Preservation Advisors held 106 shares of Gartner worth $16.8K as of Q1 2026.
  • Gartner was a new Wealth Preservation Advisors position in Q1 2026.
  • Gartner made up 0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #340 holding.
  • 712 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

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