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Integrated Wealth Concepts’s Gartner IT Stock Holding History

Integrated Wealth Concepts’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 		$1.13M Sell
8,728
-1,721
-16% -$259K 0.01% 1147
2026
Q1 		$1.65M Buy
10,449
+6,903
+195% +$1.27M 0.01% 838
2025
Q4 		$895K Buy
3,546
+2,125
+150% +$511K 0.01% 818
2025
Q3 		$373K Sell
1,421
-870
-38% -$254K ﹤0.01% 1507
2025
Q2 		$926K Buy
2,291
+1,533
+202% +$641K 0.01% 968
2025
Q1 		$318K Sell
758
-92
-11% -$45.3K ﹤0.01% 1379
2024
Q4 		$412K Sell
850
-10
-1% -$5.16K ﹤0.01% 1216
2024
Q3 		$436K Hold
860
– – 0.01% 1149
2024
Q2 		$386K Sell
860
-1,034
-55% -$460K 0.01% 1169
2024
Q1 		$903K Sell
1,894
-116
-6% -$53.4K 0.01% 801
2023
Q4 		$907K Sell
2,010
-185
-8% -$73.9K 0.01% 760
2023
Q3 		$754K Hold
2,195
– – 0.01% 809
2023
Q2 		$769K Buy
2,195
+1,421
+184% +$463K 0.01% 792
2023
Q1 		$252K Buy
+774
New +$256K 0.01% 1138
2022
Q2 		– Sell
-1,675
Closed -$498K – 1027
2022
Q1 		$498K Buy
+1,675
New +$485K 0.02% 575

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

Integrated Wealth Concepts's IT Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Gartner (IT) stake by 16% in Q2 2026, selling an estimated $259K and leaving 8,728 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #1147.

Integrated Wealth Concepts first reported a position in IT in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.65M in Q1 2026. 653 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Integrated Wealth Concepts held 8,728 shares of Gartner worth $1.13M as of Q2 2026.
  • Integrated Wealth Concepts sold 1,721 Gartner shares in Q2 2026, an estimated $259K.
  • Gartner made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1147 holding.
  • Integrated Wealth Concepts first reported a position in Gartner in Q1 2022 and has held it in 15 quarters since.
  • Integrated Wealth Concepts's Gartner position peaked at $1.65M in Q1 2026.
  • 653 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.