MWPCG
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Measured Wealth Private Client Group’s Gartner IT Stock Holding History

Measured Wealth Private Client Group’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
-56
Closed -$8.87K – 741
2026
Q1 		$8.87K Hold
56
– – ﹤0.01% 577
2025
Q4 		$14.1K Hold
56
– – ﹤0.01% 528
2025
Q3 		$14.7K Buy
+56
New +$16.3K ﹤0.01% 521
2018
Q4 		– Sell
-718
Closed -$114K – 395
2018
Q3 		$114K Buy
+718
New +$104K 0.07% 215

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

Measured Wealth Private Client Group's IT Position: Q2 2026 in Review

Measured Wealth Private Client Group sold out of Gartner (IT) in Q2 2026, closing a stake of 56 shares — an estimated $8.87K sold.

Measured Wealth Private Client Group first reported a position in IT in Q3 2018 and held it in 4 quarters. The position peaked at $114K in Q3 2018. 646 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Measured Wealth Private Client Group reported no remaining Gartner position as of Q2 2026 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 56 Gartner shares in Q2 2026, an estimated $8.87K.
  • Measured Wealth Private Client Group first reported a position in Gartner in Q3 2018 and held it in 4 quarters.
  • Measured Wealth Private Client Group's Gartner position peaked at $114K in Q3 2018.
  • 646 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.