Rothwell Investment Advisors, LLC’s Gartner IT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$81K Buy
+434
New +$74K 0.04% 323

Other funds holding IT

Rothwell Investment Advisors, LLC's IT Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Gartner (IT) in Q3 2026: 434 shares worth $81K. The stake represents 0.04% of the portfolio and ranks #323 among its holdings.

321 funds tracked by Wall St. Rank hold IT as of Q3 2026.

  • Rothwell Investment Advisors, LLC held 434 shares of Gartner worth $81K as of Q3 2026.
  • Gartner was a new Rothwell Investment Advisors, LLC position in Q3 2026.
  • Gartner made up 0.04% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #323 holding.
  • 321 funds tracked by Wall St. Rank held Gartner as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.