HHGA
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Halbert Hargrove Global Advisors’s Gartner IT Stock Holding History

Halbert Hargrove Global Advisors’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 		$649 Hold
5
– – ﹤0.01% 496
2026
Q1 		$792 Hold
5
– – ﹤0.01% 350
2025
Q4 		$1.26K Sell
5
-24
-83% -$5.78K ﹤0.01% 345
2025
Q3 		$7.62K Buy
29
+20
+222% +$5.83K ﹤0.01% 358
2025
Q2 		$3.64K Sell
9
-2
-18% -$837 ﹤0.01% 277
2025
Q1 		$4.62K Buy
11
+2
+22% +$986 ﹤0.01% 318
2024
Q4 		$4.36K Buy
+9
New +$4.64K ﹤0.01% 260

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

Halbert Hargrove Global Advisors's IT Position: Q2 2026 in Review

Halbert Hargrove Global Advisors held its Gartner (IT) position steady in Q2 2026 at 5 shares worth $649. The position accounts for ﹤0.01% of the portfolio, ranked #496.

Halbert Hargrove Global Advisors first reported a position in IT in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.62K in Q3 2025. 651 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Halbert Hargrove Global Advisors held 5 shares of Gartner worth $649 as of Q2 2026.
  • Halbert Hargrove Global Advisors left its Gartner share count unchanged in Q2 2026.
  • Gartner made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #496 holding.
  • Halbert Hargrove Global Advisors first reported a position in Gartner in Q4 2024 and has held it in 7 quarters since.
  • Halbert Hargrove Global Advisors's Gartner position peaked at $7.62K in Q3 2025.
  • 651 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.