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Physician Wealth Advisors’s Gartner IT Stock Holding History

Physician Wealth 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 		$6.35K Sell
49
-5
-9% -$753 ﹤0.01% 1006
2026
Q1 		$8.55K Sell
54
-46
-46% -$8.46K ﹤0.01% 844
2025
Q4 		$25.2K Buy
100
+59
+144% +$14.2K ﹤0.01% 535
2025
Q3 		$10.8K Buy
+41
New +$12K ﹤0.01% 735

Other funds holding IT

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TIM
Triad Investment Management Newport Beach, California $90.7M AUM
COA
Crown Oak Advisors Piedmont, California $215M AUM 6.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Physician Wealth Advisors's IT Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Gartner (IT) stake by 9.3% in Q2 2026, selling an estimated $753 and leaving 49 shares worth $6.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1006.

Physician Wealth Advisors first reported a position in IT in Q3 2025 and has held it in 4 quarters since. The position peaked at $25.2K in Q4 2025. 85 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Physician Wealth Advisors held 49 shares of Gartner worth $6.35K as of Q2 2026.
  • Physician Wealth Advisors sold 5 Gartner shares in Q2 2026, an estimated $753.
  • Gartner made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1006 holding.
  • Physician Wealth Advisors first reported a position in Gartner in Q3 2025 and has held it in 4 quarters since.
  • Physician Wealth Advisors's Gartner position peaked at $25.2K in Q4 2025.
  • 85 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.