Portus Wealth Advisors’s Gartner IT Stock Holding History

Portus 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	–	Sell	-3	Closed	-$475	–	286
2026 Q1	$475	Buy	+3	New	+$552	﹤0.01%	478

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

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

Portus Wealth Advisors sold out of Gartner (IT) in Q2 2026, closing a stake of 3 shares — an estimated $475 sold.

Portus Wealth Advisors first reported a position in IT in Q1 2026 and held it in 1 quarter. The position peaked at $475 in Q1 2026. 650 funds tracked by Wall St. Rank hold IT as of Q2 2026.

Portus Wealth Advisors reported no remaining Gartner position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 3 Gartner shares in Q2 2026, an estimated $475.
Portus Wealth Advisors first reported a position in Gartner in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's Gartner position peaked at $475 in Q1 2026.
650 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.