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Retirement Wealth Solutions’s Gartner IT Stock Holding History

Retirement Wealth Solutions’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
Closed -$159 – 830
2026
Q1 		$159 Sell
1
-1
-50% -$184 ﹤0.01% 790
2025
Q4 		$505 Hold
2
– – ﹤0.01% 677
2025
Q3 		$526 Buy
+2
New +$583 ﹤0.01% 693

Other funds holding IT

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IFP
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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

Retirement Wealth Solutions's IT Position: Q2 2026 in Review

Retirement Wealth Solutions sold out of Gartner (IT) in Q2 2026, closing a stake of 1 share — an estimated $159 sold.

Retirement Wealth Solutions first reported a position in IT in Q3 2025 and held it in 3 quarters. The position peaked at $526 in Q3 2025. 651 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Retirement Wealth Solutions reported no remaining Gartner position as of Q2 2026 after selling out during the quarter.
  • Retirement Wealth Solutions sold 1 Gartner share in Q2 2026, an estimated $159.
  • Retirement Wealth Solutions first reported a position in Gartner in Q3 2025 and held it in 3 quarters.
  • Retirement Wealth Solutions's Gartner position peaked at $526 in Q3 2025.
  • 651 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.