HWM
IT icon

HB Wealth Management’s Gartner IT Stock Holding History

HB 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 		$757K Sell
5,837
-916
-14% -$138K ﹤0.01% 887
2026
Q1 		$1.07M Buy
6,753
+4,606
+215% +$847K 0.01% 636
2025
Q4 		$542K Buy
2,147
+978
+84% +$235K ﹤0.01% 869
2025
Q3 		$307K Sell
1,169
-439
-27% -$128K ﹤0.01% 1060
2025
Q2 		$650K Sell
1,608
-114
-7% -$47.7K 0.01% 661
2025
Q1 		$723K Buy
1,722
+256
+17% +$126K 0.01% 645
2024
Q4 		$710K Buy
1,466
+1
+0.1% +$516 0.01% 505
2024
Q3 		$743K Buy
1,465
+255
+21% +$123K 0.01% 459
2024
Q2 		$543K Buy
1,210
+40
+3% +$17.8K 0.01% 521
2024
Q1 		$558K Buy
1,170
+97
+9% +$44.6K 0.01% 468
2023
Q4 		$484K Buy
1,073
+27
+3% +$10.8K 0.01% 475
2023
Q3 		$359K Buy
1,046
+236
+29% +$82.3K 0.01% 520
2023
Q2 		$284K Sell
810
-5
-0.6% -$1.63K ﹤0.01% 561
2023
Q1 		$266K Sell
815
-30
-4% -$9.92K ﹤0.01% 567
2022
Q4 		$284K Buy
+845
New +$273K 0.01% 529

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 $3.38T AUM 44.17% 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

HB Wealth Management's IT Position: Q2 2026 in Review

HB Wealth Management reduced its Gartner (IT) stake by 14% in Q2 2026, selling an estimated $138K and leaving 5,837 shares worth $757K. The position accounts for ﹤0.01% of the portfolio, ranked #887.

HB Wealth Management first reported a position in IT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.07M in Q1 2026. 653 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • HB Wealth Management held 5,837 shares of Gartner worth $757K as of Q2 2026.
  • HB Wealth Management sold 916 Gartner shares in Q2 2026, an estimated $138K.
  • Gartner made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #887 holding.
  • HB Wealth Management first reported a position in Gartner in Q4 2022 and has held it in 15 quarters since.
  • HB Wealth Management's Gartner position peaked at $1.07M in Q1 2026.
  • 653 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.