ORG Wealth Partners’s Gartner IT Stock Holding History

ORG Wealth Partners’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	$10.5K	Sell	81 -18	-18%	-$2.71K	﹤0.01%	528
2026 Q1	$15.7K	Hold	99	–	–	﹤0.01%	450
2025 Q4	$25K	Hold	99	–	–	0.01%	374
2025 Q3	$26K	Sell	99 -467	-83%	-$136K	0.01%	365
2025 Q2	$230K	Buy	566 +50	+10%	+$20.9K	0.06%	168
2025 Q1	$213K	Buy	516 +6	+1%	+$2.96K	0.07%	183
2024 Q4	$247K	Sell	510 -129	-20%	-$66.5K	0.08%	113
2024 Q3	$324K	Buy	+639	New	+$307K	0.11%	88

Other funds holding IT

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

ORG Wealth Partners's IT Position: Q2 2026 in Review

ORG Wealth Partners reduced its Gartner (IT) stake by 18% in Q2 2026, selling an estimated $2.71K and leaving 81 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

ORG Wealth Partners first reported a position in IT in Q3 2024 and has held it in 8 quarters since. The position peaked at $324K in Q3 2024. 651 funds tracked by Wall St. Rank hold IT as of Q2 2026.

ORG Wealth Partners held 81 shares of Gartner worth $10.5K as of Q2 2026.
ORG Wealth Partners sold 18 Gartner shares in Q2 2026, an estimated $2.71K.
Gartner made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #528 holding.
ORG Wealth Partners first reported a position in Gartner in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's Gartner position peaked at $324K in Q3 2024.
651 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.