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Evolve Private Wealth’s Gartner IT Stock Holding History

Evolve 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 		$579K Buy
4,469
+1,050
+31% +$158K 0.04% 457
2026
Q1 		$541K Buy
3,419
+178
+5% +$32.8K 0.03% 543
2025
Q4 		$818K Buy
+3,241
New +$780K 0.05% 358

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

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

Evolve Private Wealth increased its Gartner (IT) stake by 31% in Q2 2026, buying an estimated $158K and bringing the position to 4,469 shares worth $579K. The position accounts for 0.04% of the portfolio, ranked #457.

Evolve Private Wealth first reported a position in IT in Q4 2025 and has held it in 3 quarters since. The position peaked at $818K in Q4 2025. 650 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Evolve Private Wealth held 4,469 shares of Gartner worth $579K as of Q2 2026.
  • Evolve Private Wealth bought 1,050 Gartner shares in Q2 2026, an estimated $158K.
  • Gartner made up 0.04% of Evolve Private Wealth's portfolio in Q2 2026, its #457 holding.
  • Evolve Private Wealth first reported a position in Gartner in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Gartner position peaked at $818K in Q4 2025.
  • 650 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.