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Bogart Wealth LLC’s Gartner IT Stock Holding History

Bogart Wealth LLC’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 		$12.8K Buy
99
+84
+560% +$12.7K ﹤0.01% 929
2026
Q1 		$2.38K Buy
15
+1
+7% +$184 ﹤0.01% 1235
2025
Q4 		$3.53K Hold
14
– – ﹤0.01% 1070
2025
Q3 		$3.68K Buy
14
+4
+40% +$1.17K ﹤0.01% 1036
2025
Q2 		$4.04K Buy
10
+2
+25% +$837 ﹤0.01% 982
2025
Q1 		$3.36K Sell
8
-7
-47% -$3.45K ﹤0.01% 980
2024
Q4 		$7.27K Buy
15
+7
+88% +$3.61K ﹤0.01% 804
2024
Q3 		$4.05K Hold
8
– – ﹤0.01% 872
2024
Q2 		$3.59K Hold
8
– – ﹤0.01% 847
2024
Q1 		$3.81K Hold
8
– – ﹤0.01% 818
2023
Q4 		$3.61K Hold
8
– – ﹤0.01% 810
2023
Q3 		$2.75K Hold
8
– – ﹤0.01% 838
2023
Q2 		$2.8K Hold
8
– – ﹤0.01% 832
2023
Q1 		$2.61K Buy
+8
New +$2.65K ﹤0.01% 861

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's IT Position: Q2 2026 in Review

Bogart Wealth LLC increased its Gartner (IT) stake by 560% in Q2 2026, buying an estimated $12.7K and bringing the position to 99 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #929.

Bogart Wealth LLC first reported a position in IT in Q1 2023 and has held it in 14 quarters since. 653 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Bogart Wealth LLC held 99 shares of Gartner worth $12.8K as of Q2 2026.
  • Bogart Wealth LLC bought 84 Gartner shares in Q2 2026, an estimated $12.7K.
  • Gartner made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #929 holding.
  • Bogart Wealth LLC first reported a position in Gartner in Q1 2023 and has held it in 14 quarters since.
  • 653 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.