NWS
IT icon

Nvest Wealth Strategies’s Gartner IT Stock Holding History

Nvest Wealth Strategies’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 		$389 Hold
3
– – ﹤0.01% 305
2026
Q1 		$476 Buy
+3
New +$552 ﹤0.01% 292

Other funds holding IT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Nvest Wealth Strategies's IT Position: Q2 2026 in Review

Nvest Wealth Strategies held its Gartner (IT) position steady in Q2 2026 at 3 shares worth $389. The position accounts for ﹤0.01% of the portfolio, ranked #305.

Nvest Wealth Strategies first reported a position in IT in Q1 2026 and has held it in 2 quarters since. The position peaked at $476 in Q1 2026. 303 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Nvest Wealth Strategies held 3 shares of Gartner worth $389 as of Q2 2026.
  • Nvest Wealth Strategies left its Gartner share count unchanged in Q2 2026.
  • Gartner made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #305 holding.
  • Nvest Wealth Strategies first reported a position in Gartner in Q1 2026 and has held it in 2 quarters since.
  • Nvest Wealth Strategies's Gartner position peaked at $476 in Q1 2026.
  • 303 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.