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BSW Wealth Partners’s Gartner IT Stock Holding History

BSW Wealth 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
Q1 		– Sell
-822
Closed -$207K – 327
2025
Q4 		$207K Sell
822
-62
-7% -$14.9K 0.02% 309
2025
Q3 		$232K Buy
+884
New +$258K 0.03% 289
2025
Q1 		– Sell
-660
Closed -$320K – 321
2024
Q4 		$320K Buy
660
+14
+2% +$7.22K 0.05% 222
2024
Q3 		$327K Buy
+646
New +$311K 0.05% 217
2024
Q1 		– Sell
-617
Closed -$278K – 311
2023
Q4 		$278K Buy
617
+22
+4% +$8.79K 0.06% 212
2023
Q3 		$204K Sell
595
-125
-17% -$43.6K 0.05% 227
2023
Q2 		$252K Buy
720
+7
+1% +$2.28K 0.05% 214
2023
Q1 		$232K Sell
713
-42
-6% -$13.9K 0.05% 269
2022
Q4 		$254K Buy
+755
New +$244K 0.05% 247
2022
Q3 		– Sell
-864
Closed -$209K – 284
2022
Q2 		$209K Sell
864
-46
-5% -$12.2K 0.05% 253
2022
Q1 		$271K Buy
910
+293
+47% +$84.8K 0.07% 219
2021
Q4 		$206K Buy
+617
New +$198K 0.05% 243

Other funds holding IT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BSW Wealth Partners's IT Position: Q1 2026 in Review

BSW Wealth Partners sold out of Gartner (IT) in Q1 2026, closing a stake of 822 shares — an estimated $207K sold.

BSW Wealth Partners first reported a position in IT in Q4 2021 and held it in 12 quarters. The position peaked at $327K in Q3 2024. 716 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • BSW Wealth Partners reported no remaining Gartner position as of Q1 2026 after selling out during the quarter.
  • BSW Wealth Partners sold 822 Gartner shares in Q1 2026, an estimated $207K.
  • BSW Wealth Partners first reported a position in Gartner in Q4 2021 and held it in 12 quarters.
  • BSW Wealth Partners's Gartner position peaked at $327K in Q3 2024.
  • 716 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on BSW Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.