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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
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

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

Integrated Wealth Concepts's IT Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Gartner (IT) stake by 195% in Q1 2026, buying an estimated $1.27M and bringing the position to 10,449 shares worth $1.65M. The position accounts for 0.01% of the portfolio, ranked #838.

Integrated Wealth Concepts first reported a position in IT in Q1 2022 and has held it in 14 quarters since. 712 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Integrated Wealth Concepts held 10,449 shares of Gartner worth $1.65M as of Q1 2026.
  • Integrated Wealth Concepts bought 6,903 Gartner shares in Q1 2026, an estimated $1.27M.
  • Gartner made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #838 holding.
  • Integrated Wealth Concepts first reported a position in Gartner in Q1 2022 and has held it in 14 quarters since.
  • 712 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.