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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
Q2 		– Sell
-4,445
Closed -$704K – 469
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

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

Impact Partnership Wealth's IT Position: Q2 2026 in Review

Impact Partnership Wealth sold out of Gartner (IT) in Q2 2026, closing a stake of 4,445 shares — an estimated $704K sold.

Impact Partnership Wealth first reported a position in IT in Q2 2023 and held it in 6 quarters. The position peaked at $933K in Q4 2025. 653 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Impact Partnership Wealth reported no remaining Gartner position as of Q2 2026 after selling out during the quarter.
  • Impact Partnership Wealth sold 4,445 Gartner shares in Q2 2026, an estimated $704K.
  • Impact Partnership Wealth first reported a position in Gartner in Q2 2023 and held it in 6 quarters.
  • Impact Partnership Wealth's Gartner position peaked at $933K in Q4 2025.
  • 653 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

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