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Marshall Financial Group, LLC

Position in IT — Gartner Inc

CIK 1841496 Hunt Valley, MD

Position in IT

as of Mar 31, 2026 · filed Apr 13, 2026
Position Value
$559,256
-$280,584 QoQ
Shares Held
3,532
+6.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2022
4 quarters on record
Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in IT Over Time

Shares Held

Position Value (USD)

Position in Information Technology Services

Technology · as of Mar 31, 2026

Marshall Financial Group, LLC holds $5,350,507 across 4 Information Technology Services names. IT ranks #3 (10.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 IT
Gartner Inc
This page
3,532 $559,256

All Filings in IT

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4 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $559,256 3,532
2025-12-31 $839,840 3,329
2022-09-30 $844,734 3,053
2022-06-30 $734,679 3,038