Bay Harbor Wealth Management’s Gartner IT Stock Holding History

Bay Harbor 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	$259	Sell	2 -1	-33%	-$151	﹤0.01%	1156
2026 Q1	$475	Hold	3	–	–	﹤0.01%	1004
2025 Q4	$756	Buy	3 +2	+200%	+$481	﹤0.01%	709
2025 Q3	$262	Sell	1 -3	-75%	-$875	﹤0.01%	962
2025 Q2	$1.62K	Buy	4 +2	+100%	+$837	﹤0.01%	351
2025 Q1	$839	Buy	+2	New	+$986	﹤0.01%	328
2020 Q1	–	Sell	-11	Closed	-$2K	–	366
2019 Q4	$2K	Hold	11	–	–	﹤0.01%	290
2019 Q3	$2K	Hold	11	–	–	﹤0.01%	303
2019 Q2	$2K	Hold	11	–	–	﹤0.01%	299
2019 Q1	$2K	Hold	11	–	–	﹤0.01%	337
2018 Q4	$1K	Buy	+11	New	+$1.59K	﹤0.01%	356

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

Bay Harbor Wealth Management's IT Position: Q2 2026 in Review

Bay Harbor Wealth Management reduced its Gartner (IT) stake by 33% in Q2 2026, selling an estimated $151 and leaving 2 shares worth $259. The position accounts for ﹤0.01% of the portfolio, ranked #1156.

Bay Harbor Wealth Management first reported a position in IT in Q4 2018 and has held it in 11 quarters since. The position peaked at $2K in Q4 2019. 646 funds tracked by Wall St. Rank hold IT as of Q2 2026.

Bay Harbor Wealth Management held 2 shares of Gartner worth $259 as of Q2 2026.
Bay Harbor Wealth Management sold 1 Gartner share in Q2 2026, an estimated $151.
Gartner made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #1156 holding.
Bay Harbor Wealth Management first reported a position in Gartner in Q4 2018 and has held it in 11 quarters since.
Bay Harbor Wealth Management's Gartner position peaked at $2K in Q4 2019.
646 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.