RWM
IT icon

Ritholtz Wealth Management’s Gartner IT Stock Holding History

Ritholtz 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
Q1 		– Sell
-967
Closed -$244K – 1238
2025
Q4 		$244K Sell
967
-383
-28% -$92.2K ﹤0.01% 993
2025
Q3 		$355K Sell
1,350
-876
-39% -$255K 0.01% 786
2025
Q2 		$900K Sell
2,226
-119
-5% -$49.8K 0.02% 478
2025
Q1 		$984K Buy
2,345
+12
+0.5% +$5.91K 0.03% 405
2024
Q4 		$1.13M Sell
2,333
-39
-2% -$20.1K 0.03% 333
2024
Q3 		$1.2M Sell
2,372
-4
-0.2% -$1.92K 0.04% 338
2024
Q2 		$1.07M Sell
2,376
-262
-10% -$117K 0.04% 338
2024
Q1 		$1.26M Buy
2,638
+40
+2% +$18.4K 0.04% 301
2023
Q4 		$1.17M Sell
2,598
-25
-1% -$9.99K 0.05% 277
2023
Q3 		$901K Sell
2,623
-96
-4% -$33.5K 0.04% 312
2023
Q2 		$952K Sell
2,719
-29
-1% -$9.44K 0.04% 284
2023
Q1 		$895K Sell
2,748
-2,263
-45% -$748K 0.04% 285
2022
Q4 		$1.68M Sell
5,011
-1,372
-21% -$443K 0.09% 153
2022
Q3 		$1.77M Buy
6,383
+1,873
+42% +$525K 0.09% 144
2022
Q2 		$1.09M Sell
4,510
-2,200
-33% -$585K 0.07% 169
2022
Q1 		$2M Buy
6,710
+2,281
+52% +$660K 0.13% 93
2021
Q4 		$1.48M Buy
4,429
+1,385
+45% +$445K 0.09% 108
2021
Q3 		$925K Buy
3,044
+1,949
+178% +$565K 0.06% 159
2021
Q2 		$265K Buy
+1,095
New +$240K 0.02% 396

Other funds holding IT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ritholtz Wealth Management's IT Position: Q1 2026 in Review

Ritholtz Wealth Management sold out of Gartner (IT) in Q1 2026, closing a stake of 967 shares — an estimated $244K sold.

Ritholtz Wealth Management first reported a position in IT in Q2 2021 and held it in 19 quarters. The position peaked at $2M in Q1 2022. 718 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Ritholtz Wealth Management reported no remaining Gartner position as of Q1 2026 after selling out during the quarter.
  • Ritholtz Wealth Management sold 967 Gartner shares in Q1 2026, an estimated $244K.
  • Ritholtz Wealth Management first reported a position in Gartner in Q2 2021 and held it in 19 quarters.
  • Ritholtz Wealth Management's Gartner position peaked at $2M in Q1 2022.
  • 718 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.