Evergreen Private Wealth’s Gartner IT Stock Holding History

Evergreen Private Wealth’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	$101K	Hold	779	–	–	0.04%	89
2026 Q1	$123K	Buy	779 +245	+46%	+$45.1K	0.05%	83
2025 Q4	$135K	Buy	534 +237	+80%	+$57K	0.05%	80
2025 Q3	$78.1K	Buy	297 +13	+5%	+$3.79K	0.03%	98
2025 Q2	$115K	Sell	284 -46	-14%	-$19.2K	0.05%	88
2025 Q1	$139K	Buy	330 +1	+0.3%	+$493	0.06%	85
2024 Q4	$159K	Buy	329 +2	+0.6%	+$1.03K	0.07%	79
2024 Q3	$166K	Buy	327 +3	+0.9%	+$1.44K	0.08%	79
2024 Q2	$145K	Hold	324	–	–	0.07%	78
2024 Q1	$154K	Sell	324 -17	-5%	-$7.82K	0.08%	81
2023 Q4	$154K	Buy	+341	New	+$136K	0.08%	74

Other funds holding IT

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Evergreen Private Wealth's IT Position: Q2 2026 in Review

Evergreen Private Wealth held its Gartner (IT) position steady in Q2 2026 at 779 shares worth $101K. The position accounts for 0.04% of the portfolio, ranked #89.

Evergreen Private Wealth first reported a position in IT in Q4 2023 and has held it in 11 quarters since. The position peaked at $166K in Q3 2024. 650 funds tracked by Wall St. Rank hold IT as of Q2 2026.

Evergreen Private Wealth held 779 shares of Gartner worth $101K as of Q2 2026.
Evergreen Private Wealth left its Gartner share count unchanged in Q2 2026.
Gartner made up 0.04% of Evergreen Private Wealth's portfolio in Q2 2026, its #89 holding.
Evergreen Private Wealth first reported a position in Gartner in Q4 2023 and has held it in 11 quarters since.
Evergreen Private Wealth's Gartner position peaked at $166K in Q3 2024.
650 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Evergreen Private Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.