Connecticut Wealth Management’s Gartner IT Stock Holding History

Connecticut 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	$289K	Sell	2,230 -1,741	-44%	-$262K	0.01%	297
2026 Q1	$629K	Sell	3,971 -1,571	-28%	-$289K	0.03%	204
2025 Q4	$1.4M	Buy	5,542 +196	+4%	+$47.2K	0.06%	128
2025 Q3	$1.41M	Buy	5,346 +800	+18%	+$233K	0.06%	124
2025 Q2	$1.84M	Hold	4,546	–	–	0.09%	99
2025 Q1	$1.91M	Sell	4,546 -58	-1%	-$28.6K	0.1%	100
2024 Q4	$2.23M	Buy	4,604 +26	+0.6%	+$13.4K	0.11%	73
2024 Q3	$2.32M	Hold	4,578	–	–	0.11%	91
2024 Q2	$2.06M	Buy	+4,578	New	+$2.04M	0.11%	98

Other funds holding IT

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Connecticut Wealth Management's IT Position: Q2 2026 in Review

Connecticut Wealth Management reduced its Gartner (IT) stake by 44% in Q2 2026, selling an estimated $262K and leaving 2,230 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #297.

Connecticut Wealth Management first reported a position in IT in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.32M in Q3 2024. 218 funds tracked by Wall St. Rank hold IT as of Q2 2026.

Connecticut Wealth Management held 2,230 shares of Gartner worth $289K as of Q2 2026.
Connecticut Wealth Management sold 1,741 Gartner shares in Q2 2026, an estimated $262K.
Gartner made up 0.01% of Connecticut Wealth Management's portfolio in Q2 2026, its #297 holding.
Connecticut Wealth Management first reported a position in Gartner in Q2 2024 and has held it in 9 quarters since.
Connecticut Wealth Management's Gartner position peaked at $2.32M in Q3 2024.
218 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.