AWM
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Angeles Wealth Management’s Gartner IT Stock Holding History

Angeles 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 		$262K Buy
2,020
+650
+47% +$97.9K 0.01% 415
2026
Q1 		$217K Buy
+1,370
New +$252K 0.01% 388

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

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

Angeles Wealth Management increased its Gartner (IT) stake by 47% in Q2 2026, buying an estimated $97.9K and bringing the position to 2,020 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #415.

Angeles Wealth Management first reported a position in IT in Q1 2026 and has held it in 2 quarters since. 651 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Angeles Wealth Management held 2,020 shares of Gartner worth $262K as of Q2 2026.
  • Angeles Wealth Management bought 650 Gartner shares in Q2 2026, an estimated $97.9K.
  • Gartner made up 0.01% of Angeles Wealth Management's portfolio in Q2 2026, its #415 holding.
  • Angeles Wealth Management first reported a position in Gartner in Q1 2026 and has held it in 2 quarters since.
  • 651 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.