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Allied Private Wealth’s Gartner IT Stock Holding History

Allied Private Wealth’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 		$14.8K Buy
+110
New +$16.6K 0.01% 455

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

Allied Private Wealth's IT Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Gartner (IT) in Q2 2026: 110 shares worth $14.8K. The stake represents 0.01% of the portfolio and ranks #455 among its holdings.

650 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Allied Private Wealth held 110 shares of Gartner worth $14.8K as of Q2 2026.
  • Gartner was a new Allied Private Wealth position in Q2 2026.
  • Gartner made up 0.01% of Allied Private Wealth's portfolio in Q2 2026, its #455 holding.
  • 650 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.