Flagship Private Wealth’s Gartner IT Stock Holding History

Flagship 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	$227K	Hold	1,753	–	–	0.08%	105
2026 Q1	$278K	Hold	1,753	–	–	0.11%	94
2025 Q4	$442K	Hold	1,753	–	–	0.17%	74
2025 Q3	$461K	Hold	1,753	–	–	0.19%	67
2025 Q2	$709K	Hold	1,753	–	–	0.3%	52
2025 Q1	$736K	Hold	1,753	–	–	0.35%	47
2024 Q4	$849K	Hold	1,753	–	–	0.41%	46
2024 Q3	$888K	Hold	1,753	–	–	0.46%	44
2024 Q2	$787K	Hold	1,753	–	–	0.47%	42
2024 Q1	$836K	Hold	1,753	–	–	0.54%	40
2023 Q4	$791K	Hold	1,753	–	–	0.61%	34
2023 Q3	$602K	Hold	1,753	–	–	0.53%	40
2023 Q2	$614K	Hold	1,753	–	–	0.51%	42
2023 Q1	$571K	Hold	1,753	–	–	0.51%	40
2022 Q4	$589K	Hold	1,753	–	–	0.55%	39
2022 Q3	$485K	Hold	1,753	–	–	0.5%	39
2022 Q2	$424K	Hold	1,753	–	–	0.41%	47
2022 Q1	$521K	Hold	1,753	–	–	0.43%	46
2021 Q4	$586K	Hold	1,753	–	–	0.43%	43
2021 Q3	$533K	Hold	1,753	–	–	0.43%	46
2021 Q2	$451K	Sell	1,753 -375	-18%	-$82K	0.34%	49
2021 Q1	$404K	Hold	2,128	–	–	0.34%	49
2020 Q4	$323K	Buy	+2,128	New	+$307K	0.3%	52

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

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

Flagship Private Wealth held its Gartner (IT) position steady in Q2 2026 at 1,753 shares worth $227K. The position accounts for 0.08% of the portfolio, ranked #105.

Flagship Private Wealth first reported a position in IT in Q4 2020 and has held it in 23 quarters since. The position peaked at $888K in Q3 2024. 650 funds tracked by Wall St. Rank hold IT as of Q2 2026.

Flagship Private Wealth held 1,753 shares of Gartner worth $227K as of Q2 2026.
Flagship Private Wealth left its Gartner share count unchanged in Q2 2026.
Gartner made up 0.08% of Flagship Private Wealth's portfolio in Q2 2026, its #105 holding.
Flagship Private Wealth first reported a position in Gartner in Q4 2020 and has held it in 23 quarters since.
Flagship Private Wealth's Gartner position peaked at $888K in Q3 2024.
650 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Flagship Private Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.