AWM
IT icon

Accurate Wealth Management’s Gartner IT Stock Holding History

Accurate 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
Q1 		– Sell
-1,288
Closed -$319K – 552
2025
Q4 		$319K Sell
1,288
-111
-8% -$26.7K 0.04% 390
2025
Q3 		$345K Buy
1,399
+91
+7% +$26.5K 0.05% 366
2025
Q2 		$507K Buy
1,308
+36
+3% +$15.1K 0.08% 264
2025
Q1 		$509K Sell
1,272
-34
-3% -$16.8K 0.1% 207
2024
Q4 		$639K Buy
1,306
+6
+0.5% +$3.09K 0.12% 174
2024
Q3 		$689K Sell
1,300
-8
-0.6% -$3.85K 0.14% 152
2024
Q2 		$595K Sell
1,308
-58
-4% -$25.8K 0.14% 149
2024
Q1 		$602K Sell
1,366
-556
-29% -$256K 0.18% 128
2023
Q4 		$855K Sell
1,922
-434
-18% -$173K 0.27% 86
2023
Q3 		$829K Sell
2,356
-104
-4% -$36.3K 0.26% 86
2023
Q2 		$892K Sell
2,460
-16
-0.6% -$5.21K 0.28% 81
2023
Q1 		$779K Buy
2,476
+1,547
+167% +$511K 0.27% 87
2022
Q4 		$308K Buy
+929
New +$300K 0.11% 157

Other funds holding IT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Accurate Wealth Management's IT Position: Q1 2026 in Review

Accurate Wealth Management sold out of Gartner (IT) in Q1 2026, closing a stake of 1,288 shares — an estimated $319K sold.

Accurate Wealth Management first reported a position in IT in Q4 2022 and held it in 13 quarters. The position peaked at $892K in Q2 2023. 719 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Accurate Wealth Management reported no remaining Gartner position as of Q1 2026 after selling out during the quarter.
  • Accurate Wealth Management sold 1,288 Gartner shares in Q1 2026, an estimated $319K.
  • Accurate Wealth Management first reported a position in Gartner in Q4 2022 and held it in 13 quarters.
  • Accurate Wealth Management's Gartner position peaked at $892K in Q2 2023.
  • 719 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Accurate Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.