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Prestige Wealth Management Group’s Gartner IT Stock Holding History

Prestige Wealth Management 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 		$778 Sell
6
-10
-63% -$1.51K ﹤0.01% 965
2026
Q1 		$2.53K Buy
16
+6
+60% +$1.1K ﹤0.01% 693
2025
Q4 		$2.52K Hold
10
– – ﹤0.01% 720
2025
Q3 		$2.63K Sell
10
-3
-23% -$875 ﹤0.01% 678
2025
Q2 		$5.25K Buy
13
+2
+18% +$837 ﹤0.01% 555
2025
Q1 		$4.62K Buy
11
+1
+10% +$493 ﹤0.01% 582
2024
Q4 		$4.84K Hold
10
– – ﹤0.01% 609
2024
Q3 		$5.07K Hold
10
– – ﹤0.01% 611
2024
Q2 		$4.49K Hold
10
– – ﹤0.01% 575
2024
Q1 		$4.77K Hold
10
– – ﹤0.01% 585
2023
Q4 		$4.51K Hold
10
– – ﹤0.01% 607
2023
Q3 		$3.44K Hold
10
– – ﹤0.01% 646
2023
Q2 		$3.5K Hold
10
– – ﹤0.01% 671
2023
Q1 		$3.26K Sell
10
-1
-9% -$331 ﹤0.01% 659
2022
Q4 		$3.7K Buy
11
+1
+10% +$323 ﹤0.01% 689
2022
Q3 		$3K Hold
10
– – ﹤0.01% 667
2022
Q2 		$2K Hold
10
– – ﹤0.01% 753
2022
Q1 		$3K Hold
10
– – ﹤0.01% 713
2021
Q4 		$3K Hold
10
– – ﹤0.01% 730
2021
Q3 		$3K Hold
10
– – ﹤0.01% 734
2021
Q2 		$2K Hold
10
– – ﹤0.01% 795
2021
Q1 		$2K Hold
10
– – ﹤0.01% 787
2020
Q4 		$2K Hold
10
– – ﹤0.01% 758
2020
Q3 		$1K Hold
10
– – ﹤0.01% 785
2020
Q2 		$1K Hold
10
– – ﹤0.01% 786
2020
Q1 		$1K Buy
+10
New +$1.37K ﹤0.01% 771
2019
Q1 		– Sell
-33
Closed -$4K – 815
2018
Q4 		$4K Buy
+33
New +$4.76K ﹤0.01% 653

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 $3.37T AUM 44.26% 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

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

Prestige Wealth Management Group reduced its Gartner (IT) stake by 63% in Q2 2026, selling an estimated $1.51K and leaving 6 shares worth $778. The position accounts for ﹤0.01% of the portfolio, ranked #965.

Prestige Wealth Management Group first reported a position in IT in Q4 2018 and has held it in 27 quarters since. The position peaked at $5.25K in Q2 2025. 651 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Prestige Wealth Management Group held 6 shares of Gartner worth $778 as of Q2 2026.
  • Prestige Wealth Management Group sold 10 Gartner shares in Q2 2026, an estimated $1.51K.
  • Gartner made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #965 holding.
  • Prestige Wealth Management Group first reported a position in Gartner in Q4 2018 and has held it in 27 quarters since.
  • Prestige Wealth Management Group's Gartner position peaked at $5.25K in Q2 2025.
  • 651 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.