Mission Wealth Management’s Gartner IT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$392K Buy
+3,028
New +$456K ﹤0.01% 770
2025
Q3
Sell
-579
Closed -$234K 727
2025
Q2
$234K Buy
+579
New +$242K 0.01% 624
2024
Q2
Sell
-493
Closed -$235K 707
2024
Q1
$235K Buy
493
+39
+9% +$17.9K 0.01% 602
2023
Q4
$205K Buy
+454
New +$181K 0.01% 549

Other funds holding IT

Mission Wealth Management's IT Position: Q2 2026 in Review

Mission Wealth Management opened a new position in Gartner (IT) in Q2 2026: 3,028 shares worth $392K. The stake represents ﹤0.01% of the portfolio and ranks #770 among its holdings. This is a return to the name: Mission Wealth Management previously reported a position in IT as recently as Q2 2025.

Mission Wealth Management first reported a position in IT in Q4 2023 and has held it in 4 quarters since. 651 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Mission Wealth Management held 3,028 shares of Gartner worth $392K as of Q2 2026.
  • Gartner was a new Mission Wealth Management position in Q2 2026.
  • Gartner made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #770 holding.
  • Mission Wealth Management first reported a position in Gartner in Q4 2023 and has held it in 4 quarters since.
  • 651 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.