Quaker Wealth Management
IT icon

Quaker Wealth Management’s Gartner IT Stock Holding History

Quaker Wealth Management’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 		– Sell
-5
Closed -$649 – 983
2026
Q2 		$649 Hold
5
– – ﹤0.01% 685
2026
Q1 		$792 Buy
5
+3
+150% +$552 ﹤0.01% 589
2025
Q4 		$505 Hold
2
– – ﹤0.01% 694
2025
Q3 		$526 Buy
+2
New +$583 ﹤0.01% 589

Other funds holding IT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $9.18B AUM 10.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Black Creek Investment Management
Black Creek Investment Management Toronto, Ontario, Canada $1.8B AUM 5.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Quaker Wealth Management's IT Position: Q3 2026 in Review

Quaker Wealth Management sold out of Gartner (IT) in Q3 2026, closing a stake of 5 shares — an estimated $649 sold.

Quaker Wealth Management first reported a position in IT in Q3 2025 and held it in 4 quarters. The position peaked at $792 in Q1 2026. 399 funds tracked by Wall St. Rank hold IT as of Q3 2026.

  • Quaker Wealth Management reported no remaining Gartner position as of Q3 2026 after selling out during the quarter.
  • Quaker Wealth Management sold 5 Gartner shares in Q3 2026, an estimated $649.
  • Quaker Wealth Management first reported a position in Gartner in Q3 2025 and held it in 4 quarters.
  • Quaker Wealth Management's Gartner position peaked at $792 in Q1 2026.
  • 399 funds tracked by Wall St. Rank held Gartner as of Q3 2026.

Based on Quaker Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.