DWP
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Daymark Wealth Partners’s Gartner IT Stock Holding History

Daymark 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 		$284K Sell
2,188
-529
-19% -$79.7K 0.01% 650
2026
Q1 		$430K Buy
+2,717
New +$500K 0.01% 469

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

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

Daymark Wealth Partners reduced its Gartner (IT) stake by 19% in Q2 2026, selling an estimated $79.7K and leaving 2,188 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #650.

Daymark Wealth Partners first reported a position in IT in Q1 2026 and has held it in 2 quarters since. The position peaked at $430K in Q1 2026. 648 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Daymark Wealth Partners held 2,188 shares of Gartner worth $284K as of Q2 2026.
  • Daymark Wealth Partners sold 529 Gartner shares in Q2 2026, an estimated $79.7K.
  • Gartner made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #650 holding.
  • Daymark Wealth Partners first reported a position in Gartner in Q1 2026 and has held it in 2 quarters since.
  • Daymark Wealth Partners's Gartner position peaked at $430K in Q1 2026.
  • 648 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.