Parcion Private Wealth
IT icon

Parcion Private Wealth’s Gartner IT Stock Holding History

Parcion Private 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
Q3 		$425K Buy
2,278
+118
+5% +$20.1K 0.02% 346
2026
Q2 		$280K Buy
+2,160
New +$325K 0.02% 405
2026
Q1 		– Sell
-986
Closed -$249K – 464
2025
Q4 		$249K Buy
+986
New +$237K 0.02% 368

Other funds holding IT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Parcion Private Wealth's IT Position: Q3 2026 in Review

Parcion Private Wealth increased its Gartner (IT) stake by 5.5% in Q3 2026, buying an estimated $20.1K and bringing the position to 2,278 shares worth $425K. The position accounts for 0.02% of the portfolio, ranked #346.

Parcion Private Wealth first reported a position in IT in Q4 2025 and has held it in 3 quarters since. 374 funds tracked by Wall St. Rank hold IT as of Q3 2026.

  • Parcion Private Wealth held 2,278 shares of Gartner worth $425K as of Q3 2026.
  • Parcion Private Wealth bought 118 Gartner shares in Q3 2026, an estimated $20.1K.
  • Gartner made up 0.02% of Parcion Private Wealth's portfolio in Q3 2026, its #346 holding.
  • Parcion Private Wealth first reported a position in Gartner in Q4 2025 and has held it in 3 quarters since.
  • 374 funds tracked by Wall St. Rank held Gartner as of Q3 2026.

Based on Parcion Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.