EW
IT icon

Evoke Wealth’s Gartner IT Stock Holding History

Evoke 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 		– Sell
-2,217
Closed -$351K – 319
2026
Q1 		$351K Buy
2,217
+881
+66% +$162K 0.01% 498
2025
Q4 		$337K Buy
1,336
+463
+53% +$111K 0.01% 492
2025
Q3 		$229K Buy
873
+205
+31% +$59.8K ﹤0.01% 571
2025
Q2 		$270K Buy
+668
New +$280K 0.01% 483
2022
Q4 		– Sell
-23
Closed -$6K – 751
2022
Q3 		$6K Sell
23
-2
-8% -$561 ﹤0.01% 849
2022
Q2 		$6K Hold
25
– – ﹤0.01% 852
2022
Q1 		$7K Buy
+25
New +$7.24K ﹤0.01% 836
2020
Q2 		– Sell
-6
Closed -$597 – 1126
2020
Q1 		$597 Sell
6
-27
-82% -$3.7K ﹤0.01% 998
2019
Q4 		$5.08K Buy
33
+3
+10% +$458 ﹤0.01% 905
2019
Q3 		$4.29K Buy
+30
New +$4.36K ﹤0.01% 1043

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

Evoke Wealth's IT Position: Q2 2026 in Review

Evoke Wealth sold out of Gartner (IT) in Q2 2026, closing a stake of 2,217 shares — an estimated $351K sold.

Evoke Wealth first reported a position in IT in Q3 2019 and held it in 10 quarters. The position peaked at $351K in Q1 2026. 650 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Evoke Wealth reported no remaining Gartner position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 2,217 Gartner shares in Q2 2026, an estimated $351K.
  • Evoke Wealth first reported a position in Gartner in Q3 2019 and held it in 10 quarters.
  • Evoke Wealth's Gartner position peaked at $351K in Q1 2026.
  • 650 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.