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Essential Partners’s Gartner IT Stock Holding History

Essential 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 		$321K Buy
1,722
+175
+11% +$29.8K 0.15% 148
2026
Q2 		$201K Sell
1,547
-553
-26% -$83.3K 0.09% 232
2026
Q1 		$333K Sell
2,100
-239
-10% -$44K 0.11% 207
2025
Q4 		$590K Buy
2,339
+1,261
+117% +$304K 0.18% 158
2025
Q3 		$283K Buy
1,078
+890
+473% +$260K 0.09% 259
2025
Q2 		$76K Buy
+188
New +$78.7K 0.03% 390

Other funds holding IT

Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TIM
Triad Investment Management Newport Beach, California $75.4M AUM 4% 1-Year Est. Return
COA
Crown Oak Advisors Piedmont, California $212M AUM 8.83% 1-Year Est. Return
Sendero Wealth Management
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Essential Partners's IT Position: Q3 2026 in Review

Essential Partners increased its Gartner (IT) stake by 11% in Q3 2026, buying an estimated $29.8K and bringing the position to 1,722 shares worth $321K. The position accounts for 0.15% of the portfolio, ranked #148.

Essential Partners first reported a position in IT in Q2 2025 and has held it in 6 quarters since. The position peaked at $590K in Q4 2025. 75 funds tracked by Wall St. Rank hold IT as of Q3 2026.

  • Essential Partners held 1,722 shares of Gartner worth $321K as of Q3 2026.
  • Essential Partners bought 175 Gartner shares in Q3 2026, an estimated $29.8K.
  • Gartner made up 0.15% of Essential Partners's portfolio in Q3 2026, its #148 holding.
  • Essential Partners first reported a position in Gartner in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Gartner position peaked at $590K in Q4 2025.
  • 75 funds tracked by Wall St. Rank held Gartner as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.