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Pinnacle Wealth Management Advisory Group’s Gartner IT Stock Holding History

Pinnacle Wealth Management Advisory Group’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
-1,527
Closed -$242K – 586
2026
Q1 		$242K Buy
+1,527
New +$281K 0.02% 466

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
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 $3.38T AUM 44.17% 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

Pinnacle Wealth Management Advisory Group's IT Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group sold out of Gartner (IT) in Q2 2026, closing a stake of 1,527 shares — an estimated $242K sold.

Pinnacle Wealth Management Advisory Group first reported a position in IT in Q1 2026 and held it in 1 quarter. The position peaked at $242K in Q1 2026. 653 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group reported no remaining Gartner position as of Q2 2026 after selling out during the quarter.
  • Pinnacle Wealth Management Advisory Group sold 1,527 Gartner shares in Q2 2026, an estimated $242K.
  • Pinnacle Wealth Management Advisory Group first reported a position in Gartner in Q1 2026 and held it in 1 quarter.
  • Pinnacle Wealth Management Advisory Group's Gartner position peaked at $242K in Q1 2026.
  • 653 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.