MBL Wealth
IT icon

MBL Wealth’s Gartner IT Stock Holding History

MBL 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
Q3 		$623K Buy
+3,341
New +$570K 0.04% 253

Other funds holding IT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Independent Franchise Partners
Independent Franchise Partners London, United Kingdom $16.1B AUM 4.39% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $9.18B AUM 10.37% 1-Year Est. Return

MBL Wealth's IT Position: Q3 2026 in Review

MBL Wealth opened a new position in Gartner (IT) in Q3 2026: 3,341 shares worth $623K. The stake represents 0.04% of the portfolio and ranks #253 among its holdings.

558 funds tracked by Wall St. Rank hold IT as of Q3 2026.

  • MBL Wealth held 3,341 shares of Gartner worth $623K as of Q3 2026.
  • Gartner was a new MBL Wealth position in Q3 2026.
  • Gartner made up 0.04% of MBL Wealth's portfolio in Q3 2026, its #253 holding.
  • 558 funds tracked by Wall St. Rank held Gartner as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.