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Kestra Private Wealth Services’s Gartner IT Stock Holding History

Kestra Private Wealth Services’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
-2,886
Closed -$457K – 1867
2026
Q1 		$457K Buy
2,886
+173
+6% +$31.8K 0.01% 1259
2025
Q4 		$684K Buy
+2,713
New +$653K 0.01% 999
2025
Q3 		– Sell
-1,424
Closed -$576K – 1717
2025
Q2 		$576K Sell
1,424
-654
-31% -$274K 0.01% 963
2025
Q1 		$872K Sell
2,078
-620
-23% -$306K 0.01% 726
2024
Q4 		$1.31M Buy
2,698
+472
+21% +$243K 0.02% 557
2024
Q3 		$1.13M Buy
2,226
+226
+11% +$109K 0.02% 578
2024
Q2 		$898K Buy
2,000
+589
+42% +$262K 0.02% 611
2024
Q1 		$672K Buy
+1,411
New +$649K 0.02% 687
2022
Q4 		– Sell
-824
Closed -$228K – 946
2022
Q3 		$228K Buy
+824
New +$231K 0.01% 736
2022
Q2 		– Sell
-687
Closed -$204K – 967
2022
Q1 		$204K Buy
+687
New +$199K 0.01% 884

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

Kestra Private Wealth Services's IT Position: Q2 2026 in Review

Kestra Private Wealth Services sold out of Gartner (IT) in Q2 2026, closing a stake of 2,886 shares — an estimated $457K sold.

Kestra Private Wealth Services first reported a position in IT in Q1 2022 and held it in 10 quarters. The position peaked at $1.31M in Q4 2024. 651 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Kestra Private Wealth Services reported no remaining Gartner position as of Q2 2026 after selling out during the quarter.
  • Kestra Private Wealth Services sold 2,886 Gartner shares in Q2 2026, an estimated $457K.
  • Kestra Private Wealth Services first reported a position in Gartner in Q1 2022 and held it in 10 quarters.
  • Kestra Private Wealth Services's Gartner position peaked at $1.31M in Q4 2024.
  • 651 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.