Envestnet Portfolio Solutions
IT icon

Envestnet Portfolio Solutions’s Gartner IT Stock Holding History

Envestnet Portfolio Solutions’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
-1,327
Closed -$210K – 1414
2026
Q1 		$210K Buy
+1,327
New +$244K ﹤0.01% 1260
2025
Q3 		– Sell
-555
Closed -$224K – 1519
2025
Q2 		$224K Sell
555
-314
-36% -$131K ﹤0.01% 1459
2025
Q1 		$365K Sell
869
-1,788
-67% -$881K ﹤0.01% 1193
2024
Q4 		$1.29M Sell
2,657
-3,783
-59% -$1.95M ﹤0.01% 826
2024
Q3 		$3.26M Sell
6,440
-53
-0.8% -$25.5K 0.01% 506
2024
Q2 		$2.92M Sell
6,493
-1,426
-18% -$634K 0.01% 530
2024
Q1 		$3.77M Sell
7,919
-759
-9% -$349K 0.01% 454
2023
Q4 		$3.91M Buy
8,678
+854
+11% +$341K 0.02% 399
2023
Q3 		$2.69M Buy
+7,824
New +$2.73M 0.01% 462

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 $3.38T AUM 44.17% 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

Envestnet Portfolio Solutions's IT Position: Q2 2026 in Review

Envestnet Portfolio Solutions sold out of Gartner (IT) in Q2 2026, closing a stake of 1,327 shares — an estimated $210K sold.

Envestnet Portfolio Solutions first reported a position in IT in Q3 2023 and held it in 9 quarters. The position peaked at $3.91M in Q4 2023. 653 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Envestnet Portfolio Solutions reported no remaining Gartner position as of Q2 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 1,327 Gartner shares in Q2 2026, an estimated $210K.
  • Envestnet Portfolio Solutions first reported a position in Gartner in Q3 2023 and held it in 9 quarters.
  • Envestnet Portfolio Solutions's Gartner position peaked at $3.91M in Q4 2023.
  • 653 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.