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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Gartner IT Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
-624
Closed -$98.8K – 565
2026
Q1 		$98.8K Buy
624
+111
+22% +$20.4K 0.03% 238
2025
Q4 		$129K Buy
+513
New +$123K 0.04% 209

Other funds holding IT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s IT Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Gartner (IT) in Q2 2026, closing a stake of 624 shares — an estimated $98.8K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in IT in Q4 2025 and held it in 2 quarters. The position peaked at $129K in Q4 2025. 303 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Gartner position as of Q2 2026 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 624 Gartner shares in Q2 2026, an estimated $98.8K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Gartner in Q4 2025 and held it in 2 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Gartner position peaked at $129K in Q4 2025.
  • 303 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.