AWM
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Activest Wealth Management’s Gartner IT Stock Holding History

Activest 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 		$17.8K Buy
137
+76
+125% +$11.4K ﹤0.01% 471
2026
Q1 		$9.66K Sell
61
-56
-48% -$10.3K ﹤0.01% 696
2025
Q4 		$29.5K Buy
117
+116
+11,600% +$27.9K 0.01% 415
2025
Q3 		$263 Sell
1
-17
-94% -$4.96K ﹤0.01% 1003
2025
Q2 		$7.28K Buy
18
+15
+500% +$6.28K ﹤0.01% 493
2025
Q1 		$1.26K Buy
3
+2
+200% +$986 ﹤0.01% 737
2024
Q4 		$484 Buy
+1
New +$516 ﹤0.01% 533

Other funds holding IT

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Activest Wealth Management increased its Gartner (IT) stake by 125% in Q2 2026, buying an estimated $11.4K and bringing the position to 137 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

Activest Wealth Management first reported a position in IT in Q4 2024 and has held it in 7 quarters since. The position peaked at $29.5K in Q4 2025. 651 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Activest Wealth Management held 137 shares of Gartner worth $17.8K as of Q2 2026.
  • Activest Wealth Management bought 76 Gartner shares in Q2 2026, an estimated $11.4K.
  • Gartner made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #471 holding.
  • Activest Wealth Management first reported a position in Gartner in Q4 2024 and has held it in 7 quarters since.
  • Activest Wealth Management's Gartner position peaked at $29.5K in Q4 2025.
  • 651 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.