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Impact Partnership Wealth’s Gartner IT Stock Holding History

Impact Partnership 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 		$704K Buy
4,445
+745
+20% +$137K 0.09% 152
2025
Q4 		$933K Buy
+3,700
New +$891K 0.12% 115
2024
Q2 		– Sell
-3
Closed -$1.43K – 449
2024
Q1 		$1.43K Hold
3
– – ﹤0.01% 601
2023
Q4 		$1.35K Hold
3
– – ﹤0.01% 729
2023
Q3 		$1.03K Sell
3
-3
-50% -$1.05K ﹤0.01% 892
2023
Q2 		$2.1K Buy
+6
New +$1.95K ﹤0.01% 648

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

Impact Partnership Wealth's IT Position: Q1 2026 in Review

Impact Partnership Wealth increased its Gartner (IT) stake by 20% in Q1 2026, buying an estimated $137K and bringing the position to 4,445 shares worth $704K. The position accounts for 0.09% of the portfolio, ranked #152.

Impact Partnership Wealth first reported a position in IT in Q2 2023 and has held it in 6 quarters since. The position peaked at $933K in Q4 2025. 713 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Impact Partnership Wealth held 4,445 shares of Gartner worth $704K as of Q1 2026.
  • Impact Partnership Wealth bought 745 Gartner shares in Q1 2026, an estimated $137K.
  • Gartner made up 0.09% of Impact Partnership Wealth's portfolio in Q1 2026, its #152 holding.
  • Impact Partnership Wealth first reported a position in Gartner in Q2 2023 and has held it in 6 quarters since.
  • Impact Partnership Wealth's Gartner position peaked at $933K in Q4 2025.
  • 713 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.