Corient Private Wealth
IT icon

Corient Private Wealth’s Gartner IT Stock Holding History

Corient Private Wealth’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 		$3.2M Sell
20,348
-23,192
-53% -$4.27M ﹤0.01% 1021
2025
Q4 		$9.95M Buy
43,540
+22,272
+105% +$5.36M 0.01% 781
2025
Q3 		$5.59M Sell
21,268
-42,133
-66% -$12.3M 0.01% 674
2025
Q2 		$25.6M Buy
63,401
+1,282
+2% +$536K 0.03% 349
2025
Q1 		$26.1M Sell
62,119
-59,617
-49% -$29.4M 0.04% 345
2024
Q4 		$59M Buy
121,736
+1,559
+1% +$804K 0.1% 200
2024
Q3 		$60.9M Buy
120,177
+62,580
+109% +$30.1M 0.1% 202
2024
Q2 		$25.9M Buy
57,597
+14,243
+33% +$6.34M 0.05% 338
2024
Q1 		$20.7M Buy
43,354
+2,784
+7% +$1.28M 0.04% 384
2023
Q4 		$18.3M Sell
40,570
-1,652
-4% -$660K 0.03% 405
2023
Q3 		$14.5M Buy
42,222
+6,488
+18% +$2.26M 0.03% 412
2023
Q2 		$12.5M Buy
35,734
+9,977
+39% +$3.25M 0.03% 433
2023
Q1 		$8.39M Buy
25,757
+18,995
+281% +$6.28M 0.02% 458
2022
Q4 		$2.29M Buy
+6,762
New +$2.18M 0.01% 671

Other funds holding IT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Corient Private Wealth's IT Position: Q1 2026 in Review

Corient Private Wealth reduced its Gartner (IT) stake by 53% in Q1 2026, selling an estimated $4.27M and leaving 20,348 shares worth $3.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

Corient Private Wealth first reported a position in IT in Q4 2022 and has held it in 14 quarters since. The position peaked at $60.9M in Q3 2024. 712 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Corient Private Wealth held 20,348 shares of Gartner worth $3.2M as of Q1 2026.
  • Corient Private Wealth sold 23,192 Gartner shares in Q1 2026, an estimated $4.27M.
  • Gartner made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1021 holding.
  • Corient Private Wealth first reported a position in Gartner in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Gartner position peaked at $60.9M in Q3 2024.
  • 712 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.