NW
IT icon

NewEdge Wealth’s Gartner IT Stock Holding History

NewEdge 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
Q1 		– Sell
-1,301
Closed -$328K – 1213
2025
Q4 		$328K Buy
+1,301
New +$313K ﹤0.01% 990
2025
Q2 		– Sell
-1,559
Closed -$654K – 997
2025
Q1 		$654K Sell
1,559
-888
-36% -$438K 0.01% 564
2024
Q4 		$1.19M Sell
2,447
-446
-15% -$230K 0.02% 451
2024
Q3 		$1.47M Buy
2,893
+191
+7% +$91.8K 0.03% 401
2024
Q2 		$1.21M Sell
2,702
-403
-13% -$179K 0.03% 384
2024
Q1 		$1.3M Buy
3,105
+307
+11% +$141K 0.03% 384
2023
Q4 		$1.26M Sell
2,798
-28
-1% -$11.2K 0.03% 365
2023
Q3 		$971K Buy
2,826
+481
+21% +$168K 0.03% 364
2023
Q2 		$821K Buy
2,345
+192
+9% +$62.5K 0.03% 381
2023
Q1 		$701K Buy
2,153
+312
+17% +$103K 0.03% 365
2022
Q4 		$619K Sell
1,841
-392
-18% -$127K 0.03% 345
2022
Q3 		$618K Sell
2,233
-3,819
-63% -$1.07M 0.03% 322
2022
Q2 		$1.46M Buy
6,052
+4,051
+202% +$1.08M 0.07% 233
2022
Q1 		$595K Buy
+2,001
New +$579K 0.03% 276

Other funds holding IT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NewEdge Wealth's IT Position: Q1 2026 in Review

NewEdge Wealth sold out of Gartner (IT) in Q1 2026, closing a stake of 1,301 shares — an estimated $328K sold.

NewEdge Wealth first reported a position in IT in Q1 2022 and held it in 14 quarters. The position peaked at $1.47M in Q3 2024. 718 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • NewEdge Wealth reported no remaining Gartner position as of Q1 2026 after selling out during the quarter.
  • NewEdge Wealth sold 1,301 Gartner shares in Q1 2026, an estimated $328K.
  • NewEdge Wealth first reported a position in Gartner in Q1 2022 and held it in 14 quarters.
  • NewEdge Wealth's Gartner position peaked at $1.47M in Q3 2024.
  • 718 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.