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MilWealth Group’s Gartner IT Stock Holding History

MilWealth 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 		$84.8K Hold
654
– – 0.02% 41
2026
Q1 		$104K Hold
654
– – 0.02% 35
2025
Q4 		$165K Hold
654
– – 0.04% 28
2025
Q3 		$172K Hold
654
– – 0.04% 27
2025
Q2 		$264K Hold
654
– – 0.07% 25
2025
Q1 		$275K Hold
654
– – 0.08% 25
2024
Q4 		$317K Sell
654
-59
-8% -$30.4K 0.09% 26
2024
Q3 		$361K Sell
713
-63
-8% -$30.3K 0.11% 21
2024
Q2 		$348K Sell
776
-111
-13% -$49.4K 0.11% 20
2024
Q1 		$423K Hold
887
– – 0.13% 19
2023
Q4 		$400K Sell
887
-147
-14% -$58.7K 0.13% 19
2023
Q3 		$355K Buy
+1,034
New +$361K 0.14% 17

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

MilWealth Group's IT Position: Q2 2026 in Review

MilWealth Group held its Gartner (IT) position steady in Q2 2026 at 654 shares worth $84.8K. The position accounts for 0.02% of the portfolio, ranked #41.

MilWealth Group first reported a position in IT in Q3 2023 and has held it in 12 quarters since. The position peaked at $423K in Q1 2024. 651 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • MilWealth Group held 654 shares of Gartner worth $84.8K as of Q2 2026.
  • MilWealth Group left its Gartner share count unchanged in Q2 2026.
  • Gartner made up 0.02% of MilWealth Group's portfolio in Q2 2026, its #41 holding.
  • MilWealth Group first reported a position in Gartner in Q3 2023 and has held it in 12 quarters since.
  • MilWealth Group's Gartner position peaked at $423K in Q1 2024.
  • 651 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on MilWealth Group's 13F filing for Q2 2026, filed 3 Aug 2026.