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Resonant Capital Advisors’s Gartner IT Stock Holding History

Resonant Capital 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
-1,712
Closed -$271K – 558
2026
Q1 		$271K Sell
1,712
-2,083
-55% -$383K 0.01% 413
2025
Q4 		$957K Buy
3,795
+718
+23% +$173K 0.05% 167
2025
Q3 		$809K Buy
3,077
+583
+23% +$170K 0.05% 183
2025
Q2 		$1.01M Buy
2,494
+170
+7% +$71.1K 0.06% 158
2025
Q1 		$975K Buy
2,324
+36
+2% +$17.7K 0.07% 148
2024
Q4 		$1.11M Buy
2,288
+24
+1% +$12.4K 0.08% 142
2024
Q3 		$1.15M Buy
2,264
+27
+1% +$13K 0.08% 141
2024
Q2 		$1M Buy
2,237
+180
+9% +$80.1K 0.08% 139
2024
Q1 		$981K Buy
2,057
+13
+0.6% +$5.98K 0.08% 146
2023
Q4 		$922K Sell
2,044
-137
-6% -$54.7K 0.09% 139
2023
Q3 		$749K Buy
2,181
+13
+0.6% +$4.54K 0.08% 144
2023
Q2 		$759K Buy
2,168
+9
+0.4% +$2.93K 0.08% 138
2023
Q1 		$703K Buy
2,159
+48
+2% +$15.9K 0.08% 139
2022
Q4 		$710K Sell
2,111
-54
-2% -$17.4K 0.09% 137
2022
Q3 		$599K Buy
2,165
+45
+2% +$12.6K 0.09% 131
2022
Q2 		$513K Buy
2,120
+132
+7% +$35.1K 0.08% 150
2022
Q1 		$595K Sell
1,988
-17
-0.8% -$4.92K 0.09% 130
2021
Q4 		$670K Buy
2,005
+101
+5% +$32.5K 0.1% 114
2021
Q3 		$579K Buy
1,904
+376
+25% +$109K 0.1% 115
2021
Q2 		$370K Hold
1,528
– – 0.07% 140
2021
Q1 		$279K Buy
1,528
+22
+1% +$3.83K 0.06% 155
2020
Q4 		$241K Buy
+1,506
New +$217K 0.06% 160
2020
Q2 		– Sell
-2,667
Closed -$266K – 180
2020
Q1 		$266K Buy
2,667
+215
+9% +$29.5K 0.1% 165
2019
Q4 		$378K Buy
+2,452
New +$374K 0.12% 157

Other funds holding IT

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Resonant Capital Advisors's IT Position: Q2 2026 in Review

Resonant Capital Advisors sold out of Gartner (IT) in Q2 2026, closing a stake of 1,712 shares — an estimated $271K sold.

Resonant Capital Advisors first reported a position in IT in Q4 2019 and held it in 24 quarters. The position peaked at $1.15M in Q3 2024. 218 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Resonant Capital Advisors reported no remaining Gartner position as of Q2 2026 after selling out during the quarter.
  • Resonant Capital Advisors sold 1,712 Gartner shares in Q2 2026, an estimated $271K.
  • Resonant Capital Advisors first reported a position in Gartner in Q4 2019 and held it in 24 quarters.
  • Resonant Capital Advisors's Gartner position peaked at $1.15M in Q3 2024.
  • 218 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.