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Golden State Wealth Management’s Gartner IT Stock Holding History

Golden State Wealth Management’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 		$389 Hold
3
– – ﹤0.01% 1552
2026
Q1 		$475 Hold
3
– – ﹤0.01% 1519
2025
Q4 		$757 Hold
3
– – ﹤0.01% 1549
2025
Q3 		$789 Hold
3
– – ﹤0.01% 1531
2025
Q2 		$1.21K Hold
3
– – ﹤0.01% 1413
2025
Q1 		$1.26K Hold
3
– – ﹤0.01% 1388
2024
Q4 		$1.45K Buy
+3
New +$1.55K ﹤0.01% 1300

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

Golden State Wealth Management's IT Position: Q2 2026 in Review

Golden State Wealth Management held its Gartner (IT) position steady in Q2 2026 at 3 shares worth $389. The position accounts for ﹤0.01% of the portfolio, ranked #1552.

Golden State Wealth Management first reported a position in IT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.45K in Q4 2024. 651 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Golden State Wealth Management held 3 shares of Gartner worth $389 as of Q2 2026.
  • Golden State Wealth Management left its Gartner share count unchanged in Q2 2026.
  • Gartner made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1552 holding.
  • Golden State Wealth Management first reported a position in Gartner in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's Gartner position peaked at $1.45K in Q4 2024.
  • 651 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.