DWM
IT icon

Drive Wealth Management’s Gartner IT Stock Holding History

Drive 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
Q1 		– Sell
-1,107
Closed -$279K – 397
2025
Q4 		$279K Buy
+1,107
New +$266K 0.05% 268
2022
Q4 		– Sell
-736
Closed -$204K – 260
2022
Q3 		$204K Sell
736
-266
-27% -$74.6K 0.19% 138
2022
Q2 		$242K Sell
1,002
-227
-18% -$60.4K 0.22% 128
2022
Q1 		$365K Buy
1,229
+97
+9% +$28.1K 0.31% 87
2021
Q4 		$378K Buy
+1,132
New +$364K 0.33% 83

Other funds holding IT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Drive Wealth Management's IT Position: Q1 2026 in Review

Drive Wealth Management sold out of Gartner (IT) in Q1 2026, closing a stake of 1,107 shares — an estimated $279K sold.

Drive Wealth Management first reported a position in IT in Q4 2021 and held it in 5 quarters. The position peaked at $378K in Q4 2021. 719 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Drive Wealth Management reported no remaining Gartner position as of Q1 2026 after selling out during the quarter.
  • Drive Wealth Management sold 1,107 Gartner shares in Q1 2026, an estimated $279K.
  • Drive Wealth Management first reported a position in Gartner in Q4 2021 and held it in 5 quarters.
  • Drive Wealth Management's Gartner position peaked at $378K in Q4 2021.
  • 719 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Drive Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.