JTWM
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Jackson Thornton Wealth Management’s Gartner IT Stock Holding History

Jackson Thornton Wealth Management’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 		$350K Buy
+2,704
New +$407K 0.03% 239
2026
Q1 		– Sell
-2,195
Closed -$537K – 312
2025
Q4 		$537K Buy
2,195
+793
+57% +$191K 0.05% 106
2025
Q3 		$342K Buy
1,402
+804
+134% +$234K 0.03% 158
2025
Q2 		$239K Buy
+598
New +$250K 0.03% 112

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

Jackson Thornton Wealth Management's IT Position: Q2 2026 in Review

Jackson Thornton Wealth Management opened a new position in Gartner (IT) in Q2 2026: 2,704 shares worth $350K. The stake represents 0.03% of the portfolio and ranks #239 among its holdings. This is a return to the name: Jackson Thornton Wealth Management previously reported a position in IT as recently as Q4 2025.

Jackson Thornton Wealth Management first reported a position in IT in Q2 2025 and has held it in 4 quarters since. The position peaked at $537K in Q4 2025. 650 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Jackson Thornton Wealth Management held 2,704 shares of Gartner worth $350K as of Q2 2026.
  • Gartner was a new Jackson Thornton Wealth Management position in Q2 2026.
  • Gartner made up 0.03% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #239 holding.
  • Jackson Thornton Wealth Management first reported a position in Gartner in Q2 2025 and has held it in 4 quarters since.
  • Jackson Thornton Wealth Management's Gartner position peaked at $537K in Q4 2025.
  • 650 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.