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High Note Wealth’s Gartner IT Stock Holding History

High Note 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
Q1 		$2.22K Buy
14
+5
+56% +$920 ﹤0.01% 766
2025
Q4 		$2.27K Sell
9
-9
-50% -$2.17K ﹤0.01% 727
2025
Q3 		$4.73K Buy
+18
New +$5.25K ﹤0.01% 496

Other funds holding IT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

High Note Wealth's IT Position: Q1 2026 in Review

High Note Wealth increased its Gartner (IT) stake by 56% in Q1 2026, buying an estimated $920 and bringing the position to 14 shares worth $2.22K. The position accounts for ﹤0.01% of the portfolio, ranked #766.

High Note Wealth first reported a position in IT in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.73K in Q3 2025. 712 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • High Note Wealth held 14 shares of Gartner worth $2.22K as of Q1 2026.
  • High Note Wealth bought 5 Gartner shares in Q1 2026, an estimated $920.
  • Gartner made up ﹤0.01% of High Note Wealth's portfolio in Q1 2026, its #766 holding.
  • High Note Wealth first reported a position in Gartner in Q3 2025 and has held it in 3 quarters since.
  • High Note Wealth's Gartner position peaked at $4.73K in Q3 2025.
  • 712 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.