Abound Wealth Management’s Gartner IT Stock Holding History

Abound Wealth Management’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	–	Sell	-10	Closed	-$1.58K	–	1474
2026 Q1	$1.58K	Sell	10 -1	-9%	-$184	﹤0.01%	944
2025 Q4	$2.78K	Sell	11 -13	-54%	-$3.13K	﹤0.01%	794
2025 Q3	$6.31K	Buy	24 +7	+41%	+$2.04K	﹤0.01%	592
2025 Q2	$6.87K	Hold	17	–	–	﹤0.01%	510
2025 Q1	$7.14K	Sell	17 -7	-29%	-$3.45K	﹤0.01%	467
2024 Q4	$11.9K	Buy	24 +5	+26%	+$2.58K	﹤0.01%	361
2024 Q3	$9.63K	Hold	19	–	–	﹤0.01%	419
2024 Q2	$8.53K	Hold	19	–	–	﹤0.01%	392
2024 Q1	$9.06K	Buy	19 +1	+6%	+$460	﹤0.01%	392
2023 Q4	$8.09K	Buy	18 +4	+29%	+$1.6K	﹤0.01%	408
2023 Q3	$4.81K	Buy	14 +2	+17%	+$698	﹤0.01%	471
2023 Q2	$4.2K	Buy	12 +4	+50%	+$1.3K	﹤0.01%	529
2023 Q1	$2.61K	Hold	8	–	–	﹤0.01%	552
2022 Q4	$2.69K	Buy	8 +3	+60%	+$968	﹤0.01%	488
2022 Q3	$1.38K	Buy	+5	New	+$1.4K	﹤0.01%	549

Other funds holding IT

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Abound Wealth Management's IT Position: Q2 2026 in Review

Abound Wealth Management sold out of Gartner (IT) in Q2 2026, closing a stake of 10 shares — an estimated $1.58K sold.

Abound Wealth Management first reported a position in IT in Q3 2022 and held it in 15 quarters. The position peaked at $11.9K in Q4 2024. 646 funds tracked by Wall St. Rank hold IT as of Q2 2026.

Abound Wealth Management reported no remaining Gartner position as of Q2 2026 after selling out during the quarter.
Abound Wealth Management sold 10 Gartner shares in Q2 2026, an estimated $1.58K.
Abound Wealth Management first reported a position in Gartner in Q3 2022 and held it in 15 quarters.
Abound Wealth Management's Gartner position peaked at $11.9K in Q4 2024.
646 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.