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Basecamp Wealth Advisors’s Gartner IT Stock Holding History

Basecamp 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 		$29.3K Sell
226
-10
-4% -$1.51K 0.01% 689
2026
Q1 		$37.4K Buy
236
+122
+107% +$22.4K 0.01% 628
2025
Q4 		$28.8K Buy
+114
New +$27.4K 0.01% 667

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

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

Basecamp Wealth Advisors reduced its Gartner (IT) stake by 4.2% in Q2 2026, selling an estimated $1.51K and leaving 226 shares worth $29.3K. The position accounts for 0.01% of the portfolio, ranked #689.

Basecamp Wealth Advisors first reported a position in IT in Q4 2025 and has held it in 3 quarters since. The position peaked at $37.4K in Q1 2026. 646 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Basecamp Wealth Advisors held 226 shares of Gartner worth $29.3K as of Q2 2026.
  • Basecamp Wealth Advisors sold 10 Gartner shares in Q2 2026, an estimated $1.51K.
  • Gartner made up 0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #689 holding.
  • Basecamp Wealth Advisors first reported a position in Gartner in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Gartner position peaked at $37.4K in Q1 2026.
  • 646 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.