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Clark Wealth Partners’s Gartner IT Stock Holding History

Clark 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
Q2 		– Sell
-5
Closed -$792 – 611
2026
Q1 		$792 Buy
+5
New +$920 ﹤0.01% 544
2025
Q3 		– Sell
-90
Closed -$36.4K – 606
2025
Q2 		$36.4K Buy
90
+8
+10% +$3.35K 0.02% 109
2025
Q1 		$34.4K Sell
82
-5
-6% -$2.46K 0.03% 115
2024
Q4 		$42.1K Buy
+87
New +$44.9K 0.03% 80

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clark Wealth Partners's IT Position: Q2 2026 in Review

Clark Wealth Partners sold out of Gartner (IT) in Q2 2026, closing a stake of 5 shares — an estimated $792 sold.

Clark Wealth Partners first reported a position in IT in Q4 2024 and held it in 4 quarters. The position peaked at $42.1K in Q4 2024. 613 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Clark Wealth Partners reported no remaining Gartner position as of Q2 2026 after selling out during the quarter.
  • Clark Wealth Partners sold 5 Gartner shares in Q2 2026, an estimated $792.
  • Clark Wealth Partners first reported a position in Gartner in Q4 2024 and held it in 4 quarters.
  • Clark Wealth Partners's Gartner position peaked at $42.1K in Q4 2024.
  • 613 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.