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

Cassaday & 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	$25.5K	Sell	197 -20	-9%	-$3.01K	﹤0.01%	735
2026 Q1	$34.4K	Buy	+217	New	+$39.9K	﹤0.01%	684
2025 Q3	–	Sell	-585	Closed	-$236K	–	347
2025 Q2	$236K	Buy	+585	New	+$245K	0.01%	307
2025 Q1	–	Sell	-460	Closed	-$223K	–	330
2024 Q4	$223K	Hold	460	–	–	0.01%	302
2024 Q3	$233K	Hold	460	–	–	0.01%	280
2024 Q2	$207K	Sell	460 -43	-9%	-$19.1K	0.01%	271
2024 Q1	$240K	Buy	503 +8	+2%	+$3.68K	0.01%	260
2023 Q4	$223K	Buy	+495	New	+$198K	0.01%	253

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

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

Cassaday & Co Wealth Management reduced its Gartner (IT) stake by 9.2% in Q2 2026, selling an estimated $3.01K and leaving 197 shares worth $25.5K. The position accounts for ﹤0.01% of the portfolio, ranked #735.

Cassaday & Co Wealth Management first reported a position in IT in Q4 2023 and has held it in 8 quarters since. The position peaked at $240K in Q1 2024. 646 funds tracked by Wall St. Rank hold IT as of Q2 2026.

Cassaday & Co Wealth Management held 197 shares of Gartner worth $25.5K as of Q2 2026.
Cassaday & Co Wealth Management sold 20 Gartner shares in Q2 2026, an estimated $3.01K.
Gartner made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #735 holding.
Cassaday & Co Wealth Management first reported a position in Gartner in Q4 2023 and has held it in 8 quarters since.
Cassaday & Co Wealth Management's Gartner position peaked at $240K in Q1 2024.
646 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.