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Aventura Private Wealth’s Gartner IT Stock Holding History

Aventura 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 		$10.9K Sell
84
-73
-46% -$11K ﹤0.01% 577
2026
Q1 		$24.9K Sell
157
-3
-2% -$552 0.01% 417
2025
Q4 		$40.4K Sell
160
-83
-34% -$20K 0.01% 324
2025
Q3 		$63.9K Buy
243
+6
+3% +$1.75K 0.02% 267
2025
Q2 		$95.8K Sell
237
-4
-2% -$1.67K 0.04% 213
2025
Q1 		$101K Hold
241
– – 0.05% 187
2024
Q4 		$117K Buy
+241
New +$124K 0.06% 175

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

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

Aventura Private Wealth reduced its Gartner (IT) stake by 46% in Q2 2026, selling an estimated $11K and leaving 84 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #577.

Aventura Private Wealth first reported a position in IT in Q4 2024 and has held it in 7 quarters since. The position peaked at $117K in Q4 2024. 650 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Aventura Private Wealth held 84 shares of Gartner worth $10.9K as of Q2 2026.
  • Aventura Private Wealth sold 73 Gartner shares in Q2 2026, an estimated $11K.
  • Gartner made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #577 holding.
  • Aventura Private Wealth first reported a position in Gartner in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's Gartner position peaked at $117K in Q4 2024.
  • 650 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.