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 Q2	$1.81K	Hold	14	–	–	﹤0.01%	841
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

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

High Note Wealth's IT Position: Q2 2026 in Review

High Note Wealth held its Gartner (IT) position steady in Q2 2026 at 14 shares worth $1.81K. The position accounts for ﹤0.01% of the portfolio, ranked #841.

High Note Wealth first reported a position in IT in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.73K in Q3 2025. 651 funds tracked by Wall St. Rank hold IT as of Q2 2026.

High Note Wealth held 14 shares of Gartner worth $1.81K as of Q2 2026.
High Note Wealth left its Gartner share count unchanged in Q2 2026.
Gartner made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #841 holding.
High Note Wealth first reported a position in Gartner in Q3 2025 and has held it in 4 quarters since.
High Note Wealth's Gartner position peaked at $4.73K in Q3 2025.
651 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.