Pinnacle Wealth Planning Services
IT icon

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
Q3 		$87.7K Sell
470
-131
-22% -$22.3K 0.01% 933
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

BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Triad Investment Management
Triad Investment Management Newport Beach, California $75.4M AUM 4% 1-Year Est. Return
Crown Oak Advisors
Crown Oak Advisors Piedmont, California $212M AUM 8.83% 1-Year Est. Return

Pinnacle Wealth Planning Services's IT Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Gartner (IT) stake by 22% in Q3 2026, selling an estimated $22.3K and leaving 470 shares worth $87.7K. The position accounts for 0.01% of the portfolio, ranked #933.

Pinnacle Wealth Planning Services first reported a position in IT in Q4 2020 and has held it in 17 quarters since. The position peaked at $345K in Q3 2024. 162 funds tracked by Wall St. Rank hold IT as of Q3 2026.

  • Pinnacle Wealth Planning Services held 470 shares of Gartner worth $87.7K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 131 Gartner shares in Q3 2026, an estimated $22.3K.
  • Gartner made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #933 holding.
  • Pinnacle Wealth Planning Services first reported a position in Gartner in Q4 2020 and has held it in 17 quarters since.
  • Pinnacle Wealth Planning Services's Gartner position peaked at $345K in Q3 2024.
  • 162 funds tracked by Wall St. Rank held Gartner as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.