Avion Wealth’s Gartner IT Stock Holding History

Avion 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	$4K	Buy	33 +10	+43%	+$1.51K	﹤0.01%	853
2026 Q1	$3K	Buy	23 +10	+77%	+$1.84K	﹤0.01%	784
2025 Q4	$3K	Sell	13 -12	-48%	-$2.89K	﹤0.01%	790
2025 Q3	$6K	Buy	25 +12	+92%	+$3.5K	﹤0.01%	609
2025 Q2	$5K	Buy	13 +7	+117%	+$2.93K	﹤0.01%	623
2025 Q1	$2K	Hold	6	–	–	﹤0.01%	727
2024 Q4	$2K	Buy	6 +1	+20%	+$516	﹤0.01%	724
2024 Q3	$2K	Buy	5 +3	+150%	+$1.44K	﹤0.01%	691
2024 Q2	$0	Sell	2 -2	-50%	-$890	﹤0.01%	1099
2024 Q1	$2K	Buy	4 +3	+300%	+$1.38K	﹤0.01%	699
2023 Q4	$0	Sell	1 -8	-89%	-$3.2K	﹤0.01%	1211
2023 Q3	$3K	Buy	+9	New	+$3.14K	﹤0.01%	424
2023 Q2	–	Sell	-2	Closed	–	–	886
2023 Q1	$0	Buy	+2	New	+$661	﹤0.01%	652

Other funds holding IT

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Avion Wealth's IT Position: Q2 2026 in Review

Avion Wealth increased its Gartner (IT) stake by 43% in Q2 2026, buying an estimated $1.51K and bringing the position to 33 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #853.

Avion Wealth first reported a position in IT in Q1 2023 and has held it in 13 quarters since. The position peaked at $6K in Q3 2025. 651 funds tracked by Wall St. Rank hold IT as of Q2 2026.

Avion Wealth held 33 shares of Gartner worth $4K as of Q2 2026.
Avion Wealth bought 10 Gartner shares in Q2 2026, an estimated $1.51K.
Gartner made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #853 holding.
Avion Wealth first reported a position in Gartner in Q1 2023 and has held it in 13 quarters since.
Avion Wealth's Gartner position peaked at $6K in Q3 2025.
651 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.