Pinnacle Wealth Planning Services’s Gartner IT Stock Holding History

Pinnacle Wealth Planning Services’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	$77.9K	Buy	601 +110	+22%	+$16.6K	0.01%	1016
2026 Q1	$77.7K	Sell	491 -95	-16%	-$17.5K	0.01%	950
2025 Q4	$148K	Buy	+586	New	+$141K	0.02%	593
2025 Q3	–	Sell	-539	Closed	-$218K	–	493
2025 Q2	$218K	Buy	539 +21	+4%	+$8.79K	0.03%	397
2025 Q1	$217K	Sell	518 -4	-0.8%	-$1.97K	0.03%	340
2024 Q4	$253K	Sell	522 -159	-23%	-$82K	0.04%	301
2024 Q3	$345K	Buy	681 +1	+0.1%	+$481	0.05%	259
2024 Q2	$305K	Sell	680 -1	-0.1%	-$445	0.04%	288
2024 Q1	$325K	Hold	681	–	–	0.05%	279
2023 Q4	$307K	Buy	681 +1	+0.1%	+$399	0.05%	264
2023 Q3	$234K	Hold	680	–	–	0.04%	321
2023 Q2	$238K	Hold	680	–	–	0.04%	320
2023 Q1	$222K	Sell	680 -10	-1%	-$3.31K	0.04%	352
2022 Q4	$232K	Buy	+690	New	+$223K	0.04%	322
2022 Q1	–	Sell	-631	Closed	-$211K	–	459
2021 Q4	$211K	Buy	+631	New	+$203K	0.04%	354
2021 Q1	–	Sell	-604	Closed	-$97K	–	1137
2020 Q4	$97K	Buy	+604	New	+$87K	0.02%	480

Other funds holding IT

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Pinnacle Wealth Planning Services's IT Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Gartner (IT) stake by 22% in Q2 2026, buying an estimated $16.6K and bringing the position to 601 shares worth $77.9K. The position accounts for 0.01% of the portfolio, ranked #1016.

Pinnacle Wealth Planning Services first reported a position in IT in Q4 2020 and has held it in 16 quarters since. The position peaked at $345K in Q3 2024. 651 funds tracked by Wall St. Rank hold IT as of Q2 2026.

Pinnacle Wealth Planning Services held 601 shares of Gartner worth $77.9K as of Q2 2026.
Pinnacle Wealth Planning Services bought 110 Gartner shares in Q2 2026, an estimated $16.6K.
Gartner made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1016 holding.
Pinnacle Wealth Planning Services first reported a position in Gartner in Q4 2020 and has held it in 16 quarters since.
Pinnacle Wealth Planning Services's Gartner position peaked at $345K in Q3 2024.
651 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.