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Dynasty Wealth Management’s Gartner IT Stock Holding History

Dynasty 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 		– Sell
-1,534
Closed -$243K – 383
2026
Q1 		$243K Buy
1,534
+69
+5% +$12.7K ﹤0.01% 310
2025
Q4 		$370K Sell
1,465
-62
-4% -$14.9K ﹤0.01% 266
2025
Q3 		$401K Sell
1,527
-629
-29% -$183K 0.01% 241
2025
Q2 		$871K Buy
2,156
+69
+3% +$28.9K 0.01% 140
2025
Q1 		$876K Sell
2,087
-43
-2% -$21.2K 0.01% 153
2024
Q4 		$1.03M Sell
2,130
-951
-31% -$490K 0.02% 145
2024
Q3 		$1.56M Sell
3,081
-177
-5% -$85.1K 0.05% 89
2024
Q2 		$1.46M Buy
3,258
+253
+8% +$113K 0.04% 99
2024
Q1 		$1.43M Buy
+3,005
New +$1.38M 0.05% 93

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

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

Dynasty Wealth Management sold out of Gartner (IT) in Q2 2026, closing a stake of 1,534 shares — an estimated $243K sold.

Dynasty Wealth Management first reported a position in IT in Q1 2024 and held it in 9 quarters. The position peaked at $1.56M in Q3 2024. 651 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Dynasty Wealth Management reported no remaining Gartner position as of Q2 2026 after selling out during the quarter.
  • Dynasty Wealth Management sold 1,534 Gartner shares in Q2 2026, an estimated $243K.
  • Dynasty Wealth Management first reported a position in Gartner in Q1 2024 and held it in 9 quarters.
  • Dynasty Wealth Management's Gartner position peaked at $1.56M in Q3 2024.
  • 651 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.