EWP
IT icon

Elevation Wealth Partners’s Gartner IT Stock Holding History

Elevation 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
Q3 		$30.4K Buy
+163
New +$27.8K 0.01% 539
2026
Q1 		– Sell
-32
Closed -$8.07K – 1110
2025
Q4 		$8.07K Buy
32
+9
+39% +$2.17K ﹤0.01% 526
2025
Q3 		$6.05K Buy
+23
New +$6.71K ﹤0.01% 451
2024
Q3 		– Sell
-6
Closed -$2.69K – 515
2024
Q2 		$2.69K Buy
+6
New +$2.67K ﹤0.01% 434

Other funds holding IT

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Elevation Wealth Partners's IT Position: Q3 2026 in Review

Elevation Wealth Partners opened a new position in Gartner (IT) in Q3 2026: 163 shares worth $30.4K. The stake represents 0.01% of the portfolio and ranks #539 among its holdings. This is a return to the name: Elevation Wealth Partners previously reported a position in IT as recently as Q4 2025.

Elevation Wealth Partners first reported a position in IT in Q2 2024 and has held it in 4 quarters since. 14 funds tracked by Wall St. Rank hold IT as of Q3 2026.

  • Elevation Wealth Partners held 163 shares of Gartner worth $30.4K as of Q3 2026.
  • Gartner was a new Elevation Wealth Partners position in Q3 2026.
  • Gartner made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #539 holding.
  • Elevation Wealth Partners first reported a position in Gartner in Q2 2024 and has held it in 4 quarters since.
  • 14 funds tracked by Wall St. Rank held Gartner as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.