PWM
IT icon

Perigon Wealth Management’s Gartner IT Stock Holding History

Perigon Wealth Management’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 		$615K Sell
3,885
-580
-13% -$107K 0.01% 702
2025
Q4 		$1.13M Buy
4,465
+948
+27% +$228K 0.02% 501
2025
Q3 		$925K Buy
3,517
+522
+17% +$152K 0.02% 537
2025
Q2 		$1.21M Buy
2,995
+18
+0.6% +$7.53K 0.03% 424
2025
Q1 		$1.25M Sell
2,977
-117
-4% -$57.7K 0.03% 403
2024
Q4 		$1.58M Sell
3,094
-80
-3% -$41.2K 0.04% 343
2024
Q3 		$1.61M Buy
3,174
+163
+5% +$78.4K 0.04% 323
2024
Q2 		$1.35M Sell
3,011
-1
-0% -$445 0.04% 309
2024
Q1 		$1.44M Buy
3,012
+98
+3% +$45.1K 0.04% 298
2023
Q4 		$1.31M Buy
2,914
+97
+3% +$38.7K 0.04% 291
2023
Q3 		$968K Buy
2,817
+19
+0.7% +$6.63K 0.04% 314
2023
Q2 		$980K Sell
2,798
-13
-0.5% -$4.23K 0.04% 324
2023
Q1 		$916K Sell
2,811
-38
-1% -$12.6K 0.05% 286
2022
Q4 		$958K Buy
2,849
+24
+0.8% +$7.75K 0.06% 272
2022
Q3 		$782K Buy
2,825
+4
+0.1% +$1.12K 0.07% 243
2022
Q2 		$682K Buy
2,821
+83
+3% +$22.1K 0.06% 273
2022
Q1 		$814K Sell
2,738
-43
-2% -$12.4K 0.06% 268
2021
Q4 		$930K Buy
2,781
+16
+0.6% +$5.14K 0.07% 233
2021
Q3 		$840K Buy
2,765
+102
+4% +$29.6K 0.07% 221
2021
Q2 		$645K Buy
2,663
+8
+0.3% +$1.75K 0.06% 258
2021
Q1 		$485K Buy
2,655
+61
+2% +$10.6K 0.05% 298
2020
Q4 		$416K Buy
2,594
+17
+0.7% +$2.45K 0.05% 281
2020
Q3 		$322K Buy
2,577
+10
+0.4% +$1.27K 0.05% 288
2020
Q2 		$311K Hold
2,567
– – 0.05% 265
2020
Q1 		$274K Buy
2,567
+41
+2% +$5.62K 0.05% 249
2019
Q4 		$401K Buy
2,526
+26
+1% +$3.97K 0.08% 163
2019
Q3 		$364K Hold
2,500
– – 0.09% 150
2019
Q2 		$402K Hold
2,500
– – 0.09% 144
2019
Q1 		$395K Hold
2,500
– – 0.09% 141
2018
Q4 		$330K Hold
2,500
– – 0.08% 153
2018
Q3 		$396K Hold
2,500
– – 0.1% 139
2018
Q2 		$332K Hold
2,500
– – 0.1% 170
2018
Q1 		$294K Hold
2,500
– – 0.11% 130
2017
Q4 		$308K Hold
2,500
– – 0.11% 103
2017
Q3 		$311K Hold
2,500
– – 0.1% 151
2017
Q2 		$309K Hold
2,500
– – 0.07% 204
2017
Q1 		$270K Hold
2,500
– – 0.06% 227
2016
Q4 		$259K Hold
2,500
– – 0.06% 223
2016
Q3 		$221K Hold
2,500
– – 0.06% 198
2016
Q2 		$244K Hold
2,500
– – 0.06% 187
2016
Q1 		$223K Hold
2,500
– – 0.07% 139
2015
Q4 		$227K Hold
2,500
– – 0.06% 198
2015
Q3 		$210K Hold
2,500
– – 0.06% 204
2015
Q2 		$214K Hold
2,500
– – 0.06% 207
2015
Q1 		$210K Hold
2,500
– – 0.06% 208
2014
Q4 		$211K Buy
+2,500
New +$203K 0.06% 199

Other funds holding IT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Perigon Wealth Management's IT Position: Q1 2026 in Review

Perigon Wealth Management reduced its Gartner (IT) stake by 13% in Q1 2026, selling an estimated $107K and leaving 3,885 shares worth $615K. The position accounts for 0.01% of the portfolio, ranked #702.

Perigon Wealth Management first reported a position in IT in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.61M in Q3 2024. 712 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Perigon Wealth Management held 3,885 shares of Gartner worth $615K as of Q1 2026.
  • Perigon Wealth Management sold 580 Gartner shares in Q1 2026, an estimated $107K.
  • Gartner made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #702 holding.
  • Perigon Wealth Management first reported a position in Gartner in Q4 2014 and has held it in 46 quarters since.
  • Perigon Wealth Management's Gartner position peaked at $1.61M in Q3 2024.
  • 712 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.