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Allworth Financial’s Gartner IT Stock Holding History

Allworth Financial’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 		$417K Sell
3,213
-572
-15% -$86.1K ﹤0.01% 1080
2026
Q1 		$599K Buy
3,785
+1,973
+109% +$363K ﹤0.01% 881
2025
Q4 		$457K Buy
1,812
+760
+72% +$183K ﹤0.01% 964
2025
Q3 		$277K Sell
1,052
-4,033
-79% -$1.18M ﹤0.01% 1135
2025
Q2 		$2.06M Buy
5,085
+4,523
+805% +$1.89M 0.01% 476
2025
Q1 		$235K Buy
562
+30
+6% +$14.8K ﹤0.01% 896
2024
Q4 		$279K Sell
532
-61
-10% -$31.4K ﹤0.01% 843
2024
Q3 		$301K Sell
593
-91
-13% -$43.7K ﹤0.01% 706
2024
Q2 		$314K Sell
684
-160
-19% -$71.2K ﹤0.01% 683
2024
Q1 		$402K Buy
844
+37
+5% +$17K ﹤0.01% 605
2023
Q4 		$364K Buy
807
+22
+3% +$8.79K ﹤0.01% 596
2023
Q3 		$270K Buy
785
+180
+30% +$62.8K ﹤0.01% 623
2023
Q2 		$212K Buy
605
+364
+151% +$119K ﹤0.01% 683
2023
Q1 		$78.5K Buy
241
+8
+3% +$2.65K ﹤0.01% 929
2022
Q4 		$78.3K Buy
233
+2
+0.9% +$645 ﹤0.01% 880
2022
Q3 		$64K Buy
231
+105
+83% +$29.4K ﹤0.01% 884
2022
Q2 		$30K Buy
126
+2
+2% +$532 ﹤0.01% 1086
2022
Q1 		$37K Buy
124
+35
+39% +$10.1K ﹤0.01% 1004
2021
Q4 		$30K Buy
89
+27
+44% +$8.68K ﹤0.01% 975
2021
Q3 		$19K Buy
62
+39
+170% +$11.3K ﹤0.01% 1056
2021
Q2 		$6K Hold
23
– – ﹤0.01% 1163
2021
Q1 		$4K Hold
23
– – ﹤0.01% 1187
2020
Q4 		$4K Hold
23
– – ﹤0.01% 1027
2020
Q3 		$3K Hold
23
– – ﹤0.01% 932
2020
Q2 		$3K Hold
23
– – ﹤0.01% 947
2020
Q1 		$2K Hold
23
– – ﹤0.01% 1062
2019
Q4 		$4K Hold
23
– – ﹤0.01% 803
2019
Q3 		$3K Hold
23
– – ﹤0.01% 761
2019
Q2 		$4K Hold
23
– – ﹤0.01% 707
2019
Q1 		$3K Buy
+23
New +$3.19K ﹤0.01% 765

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

Allworth Financial's IT Position: Q2 2026 in Review

Allworth Financial reduced its Gartner (IT) stake by 15% in Q2 2026, selling an estimated $86.1K and leaving 3,213 shares worth $417K. The position accounts for ﹤0.01% of the portfolio, ranked #1080.

Allworth Financial first reported a position in IT in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.06M in Q2 2025. 646 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Allworth Financial held 3,213 shares of Gartner worth $417K as of Q2 2026.
  • Allworth Financial sold 572 Gartner shares in Q2 2026, an estimated $86.1K.
  • Gartner made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1080 holding.
  • Allworth Financial first reported a position in Gartner in Q1 2019 and has held it in 30 quarters since.
  • Allworth Financial's Gartner position peaked at $2.06M in Q2 2025.
  • 646 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.