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
Q2 		$2.77M Buy
21,373
+1,025
+5% +$154K ﹤0.01% 1175
2026
Q1 		$3.2M Buy
20,348
+488
+2% +$89.8K ﹤0.01% 1021
2025
Q4 		$5.02M Sell
19,860
-1,408
-7% -$339K 0.01% 769
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

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
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

Corient Private Wealth's IT Position: Q2 2026 in Review

Corient Private Wealth increased its Gartner (IT) stake by 5% in Q2 2026, buying an estimated $154K and bringing the position to 21,373 shares worth $2.77M. The position accounts for ﹤0.01% of the portfolio, ranked #1175.

Corient Private Wealth first reported a position in IT in Q4 2022 and has held it in 15 quarters since. The position peaked at $60.9M in Q3 2024. 651 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Corient Private Wealth held 21,373 shares of Gartner worth $2.77M as of Q2 2026.
  • Corient Private Wealth bought 1,025 Gartner shares in Q2 2026, an estimated $154K.
  • Gartner made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1175 holding.
  • Corient Private Wealth first reported a position in Gartner in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Gartner position peaked at $60.9M in Q3 2024.
  • 651 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.