BP
IT icon

Ballentine Partners’s Gartner IT Stock Holding History

Ballentine Partners’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 		– Sell
-1,618
Closed -$256K – 1108
2026
Q1 		$256K Sell
1,618
-545
-25% -$100K ﹤0.01% 816
2025
Q4 		$546K Buy
+2,163
New +$521K 0.01% 471
2025
Q3 		– Sell
-589
Closed -$238K – 1043
2025
Q2 		$238K Buy
589
+105
+22% +$43.9K ﹤0.01% 801
2025
Q1 		$203K Buy
484
+11
+2% +$5.42K ﹤0.01% 803
2024
Q4 		$229K Buy
473
+46
+11% +$23.7K ﹤0.01% 726
2024
Q3 		$216K Sell
427
-49
-10% -$23.6K ﹤0.01% 719
2024
Q2 		$214K Buy
+476
New +$212K ﹤0.01% 673

Other funds holding IT

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TIM
Triad Investment Management Newport Beach, California $90.7M AUM
COA
Crown Oak Advisors Piedmont, California $215M AUM 6.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Ballentine Partners's IT Position: Q2 2026 in Review

Ballentine Partners sold out of Gartner (IT) in Q2 2026, closing a stake of 1,618 shares — an estimated $256K sold.

Ballentine Partners first reported a position in IT in Q2 2024 and held it in 7 quarters. The position peaked at $546K in Q4 2025. 96 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Ballentine Partners reported no remaining Gartner position as of Q2 2026 after selling out during the quarter.
  • Ballentine Partners sold 1,618 Gartner shares in Q2 2026, an estimated $256K.
  • Ballentine Partners first reported a position in Gartner in Q2 2024 and held it in 7 quarters.
  • Ballentine Partners's Gartner position peaked at $546K in Q4 2025.
  • 96 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.