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Bartlett & Co Wealth Management’s Gartner IT Stock Holding History

Bartlett & Co 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 		$15.6K Buy
120
+19
+19% +$2.86K ﹤0.01% 926
2026
Q1 		$14.9K Buy
101
+4
+4% +$736 ﹤0.01% 866
2025
Q4 		$24.5K Sell
97
-16
-14% -$3.85K ﹤0.01% 788
2025
Q3 		$29.7K Sell
113
-55
-33% -$16K ﹤0.01% 760
2025
Q2 		$67.9K Buy
168
+1
+0.6% +$418 ﹤0.01% 611
2025
Q1 		$70.1K Buy
167
+61
+58% +$30.1K ﹤0.01% 600
2024
Q4 		$51.4K Sell
106
-50
-32% -$25.8K ﹤0.01% 647
2024
Q3 		$79.1K Hold
156
– – ﹤0.01% 579
2024
Q2 		$70.1K Sell
156
-67
-30% -$29.8K ﹤0.01% 597
2024
Q1 		$106K Hold
223
– – ﹤0.01% 543
2023
Q4 		$101K Hold
223
– – ﹤0.01% 574
2023
Q3 		$76.6K Hold
223
– – ﹤0.01% 578
2023
Q2 		$78.1K Hold
223
– – ﹤0.01% 580
2023
Q1 		$72.6K Hold
223
– – ﹤0.01% 507
2022
Q4 		$75K Buy
223
+13
+6% +$4.2K ﹤0.01% 512
2022
Q3 		$58.1K Sell
210
-63
-23% -$17.7K ﹤0.01% 544
2022
Q2 		$66K Buy
273
+71
+35% +$18.9K ﹤0.01% 528
2022
Q1 		$60.1K Buy
+202
New +$58.5K ﹤0.01% 559
2021
Q4 		– Sell
-202
Closed -$61.4K – 638
2021
Q3 		$61.4K Sell
202
-5
-2% -$1.45K ﹤0.01% 477
2021
Q2 		$50.1K Hold
207
– – ﹤0.01% 511
2021
Q1 		$37.8K Hold
207
– – ﹤0.01% 584
2020
Q4 		$33.2K Buy
207
+5
+2% +$720 ﹤0.01% 597
2020
Q3 		$25.2K Hold
202
– – ﹤0.01% 589
2020
Q2 		$24.5K Hold
202
– – ﹤0.01% 590
2020
Q1 		$20.1K Hold
202
– – ﹤0.01% 585
2019
Q4 		$31.1K Hold
202
– – ﹤0.01% 599
2019
Q3 		$28.9K Buy
+202
New +$29.4K ﹤0.01% 607

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

Bartlett & Co Wealth Management's IT Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Gartner (IT) stake by 19% in Q2 2026, buying an estimated $2.86K and bringing the position to 120 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #926.

Bartlett & Co Wealth Management first reported a position in IT in Q3 2019 and has held it in 27 quarters since. The position peaked at $106K in Q1 2024. 651 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Bartlett & Co Wealth Management held 120 shares of Gartner worth $15.6K as of Q2 2026.
  • Bartlett & Co Wealth Management bought 19 Gartner shares in Q2 2026, an estimated $2.86K.
  • Gartner made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #926 holding.
  • Bartlett & Co Wealth Management first reported a position in Gartner in Q3 2019 and has held it in 27 quarters since.
  • Bartlett & Co Wealth Management's Gartner position peaked at $106K in Q1 2024.
  • 651 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.