Activest Wealth Management
IT icon

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
Q3 		$19K Sell
102
-35
-26% -$5.97K ﹤0.01% 458
2026
Q2 		$17.8K Buy
137
+76
+125% +$11.4K ﹤0.01% 471
2026
Q1 		$9.7K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $9.18B AUM 10.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Black Creek Investment Management
Black Creek Investment Management Toronto, Ontario, Canada $1.8B AUM 5.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Activest Wealth Management's IT Position: Q3 2026 in Review

Activest Wealth Management reduced its Gartner (IT) stake by 26% in Q3 2026, selling an estimated $5.97K and leaving 102 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #458.

Activest Wealth Management first reported a position in IT in Q4 2024 and has held it in 8 quarters since. The position peaked at $29.5K in Q4 2025. 399 funds tracked by Wall St. Rank hold IT as of Q3 2026.

  • Activest Wealth Management held 102 shares of Gartner worth $19K as of Q3 2026.
  • Activest Wealth Management sold 35 Gartner shares in Q3 2026, an estimated $5.97K.
  • Gartner made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #458 holding.
  • Activest Wealth Management first reported a position in Gartner in Q4 2024 and has held it in 8 quarters since.
  • Activest Wealth Management's Gartner position peaked at $29.5K in Q4 2025.
  • 399 funds tracked by Wall St. Rank held Gartner as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.