AWM
IT icon

AE Wealth Management’s Gartner IT Stock Holding History

AE 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
-1,341
Closed -$212K – 2728
2026
Q1 		$212K Buy
1,341
+260
+24% +$47.8K ﹤0.01% 1574
2025
Q4 		$273K Buy
+1,081
New +$260K ﹤0.01% 1359
2024
Q4 		– Sell
-415
Closed -$211K – 2144
2024
Q3 		$211K Buy
+415
New +$200K ﹤0.01% 1161
2024
Q1 		– Sell
-672
Closed -$310K – 1576
2023
Q4 		$310K Buy
+672
New +$268K ﹤0.01% 1683
2023
Q3 		– Sell
-586
Closed -$205K – 2015
2023
Q2 		$205K Buy
+586
New +$191K ﹤0.01% 1740
2023
Q1 		– Sell
-893
Closed -$300K – 1945
2022
Q4 		$300K Buy
+893
New +$288K ﹤0.01% 1500

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

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

AE Wealth Management sold out of Gartner (IT) in Q2 2026, closing a stake of 1,341 shares — an estimated $212K sold.

AE Wealth Management first reported a position in IT in Q4 2022 and held it in 6 quarters. The position peaked at $310K in Q4 2023. 651 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • AE Wealth Management reported no remaining Gartner position as of Q2 2026 after selling out during the quarter.
  • AE Wealth Management sold 1,341 Gartner shares in Q2 2026, an estimated $212K.
  • AE Wealth Management first reported a position in Gartner in Q4 2022 and held it in 6 quarters.
  • AE Wealth Management's Gartner position peaked at $310K in Q4 2023.
  • 651 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.