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Private Wealth Management Group’s Gartner IT Stock Holding History

Private 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 		$649 Buy
5
+1
+25% +$151 ﹤0.01% 1382
2026
Q1 		$634 Sell
4
-58
-94% -$10.7K ﹤0.01% 1338
2025
Q4 		$15.6K Buy
62
+28
+82% +$6.74K ﹤0.01% 381
2025
Q3 		$8.94K Sell
34
-8
-19% -$2.33K ﹤0.01% 549
2025
Q2 		$17K Buy
42
+3
+8% +$1.25K 0.01% 349
2025
Q1 		$16.4K Sell
39
-4
-9% -$1.97K 0.01% 345
2024
Q4 		$20.8K Hold
43
– – 0.01% 291
2024
Q3 		$21.8K Hold
43
– – 0.01% 266
2024
Q2 		$19.3K Hold
43
– – 0.01% 282
2024
Q1 		$20.5K Hold
43
– – 0.01% 266
2023
Q4 		$19.4K Buy
+43
New +$17.2K 0.01% 271

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

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

Private Wealth Management Group increased its Gartner (IT) stake by 25% in Q2 2026, buying an estimated $151 and bringing the position to 5 shares worth $649. The position accounts for ﹤0.01% of the portfolio, ranked #1382.

Private Wealth Management Group first reported a position in IT in Q4 2023 and has held it in 11 quarters since. The position peaked at $21.8K in Q3 2024. 646 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Private Wealth Management Group held 5 shares of Gartner worth $649 as of Q2 2026.
  • Private Wealth Management Group bought 1 Gartner share in Q2 2026, an estimated $151.
  • Gartner made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1382 holding.
  • Private Wealth Management Group first reported a position in Gartner in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Gartner position peaked at $21.8K in Q3 2024.
  • 646 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.