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Arkadios Wealth Advisors’s Gartner IT Stock Holding History

Arkadios Wealth Advisors’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 		$1.71M Buy
13,212
+3,056
+30% +$460K 0.03% 598
2026
Q1 		$1.61M Buy
10,156
+3,679
+57% +$677K 0.03% 600
2025
Q4 		$1.63M Sell
6,477
-10
-0.2% -$2.41K 0.03% 516
2025
Q3 		$1.71M Buy
6,487
+2,316
+56% +$675K 0.04% 441
2025
Q2 		$1.69M Sell
4,171
-2,725
-40% -$1.14M 0.05% 390
2025
Q1 		$2.89M Buy
6,896
+4,352
+171% +$2.14M 0.11% 217
2024
Q4 		$1.23M Sell
2,544
-93
-4% -$47.9K 0.07% 289
2024
Q3 		$1.34M Buy
2,637
+332
+14% +$160K 0.08% 253
2024
Q2 		$1.04M Buy
2,305
+396
+21% +$176K 0.07% 275
2024
Q1 		$910K Buy
1,909
+341
+22% +$157K 0.07% 258
2023
Q4 		$707K Buy
1,568
+67
+4% +$26.8K 0.06% 289
2023
Q3 		$516K Buy
1,501
+154
+11% +$53.7K 0.05% 330
2023
Q2 		$472K Sell
1,347
-32
-2% -$10.4K 0.05% 322
2023
Q1 		$449K Buy
1,379
+311
+29% +$103K 0.05% 328
2022
Q4 		$359K Sell
1,068
-115
-10% -$37.1K 0.05% 355
2022
Q3 		$327K Sell
1,183
-224
-16% -$62.8K 0.05% 355
2022
Q2 		$340K Buy
1,407
+624
+80% +$166K 0.05% 365
2022
Q1 		$233K Buy
+783
New +$227K 0.03% 488
2021
Q3 		– Sell
-36
Closed -$8K – 1953
2021
Q2 		$8K Buy
+36
New +$7.88K ﹤0.01% 1594

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

Arkadios Wealth Advisors's IT Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Gartner (IT) stake by 30% in Q2 2026, buying an estimated $460K and bringing the position to 13,212 shares worth $1.71M. The position accounts for 0.03% of the portfolio, ranked #598.

Arkadios Wealth Advisors first reported a position in IT in Q2 2021 and has held it in 19 quarters since. The position peaked at $2.89M in Q1 2025. 651 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Arkadios Wealth Advisors held 13,212 shares of Gartner worth $1.71M as of Q2 2026.
  • Arkadios Wealth Advisors bought 3,056 Gartner shares in Q2 2026, an estimated $460K.
  • Gartner made up 0.03% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #598 holding.
  • Arkadios Wealth Advisors first reported a position in Gartner in Q2 2021 and has held it in 19 quarters since.
  • Arkadios Wealth Advisors's Gartner position peaked at $2.89M in Q1 2025.
  • 651 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.