Focus Partners Wealth
IT icon

Focus Partners Wealth’s Gartner IT Stock Holding History

Focus Partners 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 		$2.64M Buy
20,370
+855
+4% +$129K ﹤0.01% 1231
2026
Q1 		$3.09M Buy
19,515
+3,172
+19% +$584K ﹤0.01% 1121
2025
Q4 		$4.12M Buy
16,343
+10,248
+168% +$2.47M ﹤0.01% 1015
2025
Q3 		$1.56M Buy
6,095
+2,462
+68% +$718K ﹤0.01% 1113
2025
Q2 		$1.47M Buy
3,633
+807
+29% +$338K ﹤0.01% 993
2025
Q1 		$1.19M Sell
2,826
-671
-19% -$331K ﹤0.01% 1003
2024
Q4 		$1.69M Buy
3,497
+308
+10% +$159K ﹤0.01% 886
2024
Q3 		$1.62M Buy
3,189
+2,017
+172% +$970K 0.01% 826
2024
Q2 		$526K Sell
1,172
-1,006
-46% -$448K ﹤0.01% 939
2024
Q1 		$1.04M Sell
2,178
-494
-18% -$227K 0.01% 589
2023
Q4 		$1.21M Buy
+2,672
New +$1.07M 0.02% 425

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

Focus Partners Wealth's IT Position: Q2 2026 in Review

Focus Partners Wealth increased its Gartner (IT) stake by 4.4% in Q2 2026, buying an estimated $129K and bringing the position to 20,370 shares worth $2.64M. The position accounts for ﹤0.01% of the portfolio, ranked #1231.

Focus Partners Wealth first reported a position in IT in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.12M in Q4 2025. 651 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Focus Partners Wealth held 20,370 shares of Gartner worth $2.64M as of Q2 2026.
  • Focus Partners Wealth bought 855 Gartner shares in Q2 2026, an estimated $129K.
  • Gartner made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1231 holding.
  • Focus Partners Wealth first reported a position in Gartner in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's Gartner position peaked at $4.12M in Q4 2025.
  • 651 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

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