PWMA
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Pension & Wealth Management Advisors’s Gartner IT Stock Holding History

Pension & Wealth Management Advisors’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 		– Sell
-624
Closed -$98.8K – 565
2026
Q1 		$98.8K Buy
624
+111
+22% +$20.4K 0.03% 238
2025
Q4 		$129K Buy
+513
New +$123K 0.04% 209

Other funds holding IT

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pension & Wealth Management Advisors's IT Position: Q2 2026 in Review

Pension & Wealth Management Advisors sold out of Gartner (IT) in Q2 2026, closing a stake of 624 shares — an estimated $98.8K sold.

Pension & Wealth Management Advisors first reported a position in IT in Q4 2025 and held it in 2 quarters. The position peaked at $129K in Q4 2025. 613 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Pension & Wealth Management Advisors reported no remaining Gartner position as of Q2 2026 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 624 Gartner shares in Q2 2026, an estimated $98.8K.
  • Pension & Wealth Management Advisors first reported a position in Gartner in Q4 2025 and held it in 2 quarters.
  • Pension & Wealth Management Advisors's Gartner position peaked at $129K in Q4 2025.
  • 613 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.