RWB
IT icon

RMR Wealth Builders’s Gartner IT Stock Holding History

RMR Wealth Builders’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
-888
Closed -$224K – 283
2025
Q4 		$224K Buy
888
+10
+1% +$2.41K 0.02% 262
2025
Q3 		$231K Buy
878
+164
+23% +$47.8K 0.02% 256
2025
Q2 		$289K Buy
714
+4
+0.6% +$1.67K 0.03% 234
2025
Q1 		$298K Sell
710
-15
-2% -$7.39K 0.03% 204
2024
Q4 		$351K Hold
725
– – 0.04% 192
2024
Q3 		$367K Buy
725
+13
+2% +$6.25K 0.04% 189
2024
Q2 		$320K Sell
712
-14
-2% -$6.23K 0.04% 192
2024
Q1 		$346K Hold
726
– – 0.04% 194
2023
Q4 		$328K Hold
726
– – 0.05% 185
2023
Q3 		$249K Hold
726
– – 0.04% 204
2023
Q2 		$254K Hold
726
– – 0.04% 178
2023
Q1 		$237K Hold
726
– – 0.05% 185
2022
Q4 		$244K Hold
726
– – 0.06% 164
2022
Q3 		$201K Buy
+726
New +$204K 0.05% 186
2022
Q2 		– Sell
-726
Closed -$216K – 202
2022
Q1 		$216K Hold
726
– – 0.05% 191
2021
Q4 		$243K Buy
+726
New +$233K 0.07% 106
2021
Q2 		– Sell
-726
Closed -$133K – 415
2021
Q1 		$133K Hold
726
– – 0.03% 239
2020
Q4 		$116K Buy
+726
New +$105K 0.06% 194
2020
Q3 		– Sell
-726
Closed -$88K – 342
2020
Q2 		$88K Buy
+726
New +$83.9K 0.08% 179
2019
Q4 		$112K Buy
+726
New +$111K 0.11% 162

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

RMR Wealth Builders's IT Position: Q1 2026 in Review

RMR Wealth Builders sold out of Gartner (IT) in Q1 2026, closing a stake of 888 shares — an estimated $224K sold.

RMR Wealth Builders first reported a position in IT in Q4 2019 and held it in 20 quarters. The position peaked at $367K in Q3 2024. 718 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • RMR Wealth Builders reported no remaining Gartner position as of Q1 2026 after selling out during the quarter.
  • RMR Wealth Builders sold 888 Gartner shares in Q1 2026, an estimated $224K.
  • RMR Wealth Builders first reported a position in Gartner in Q4 2019 and held it in 20 quarters.
  • RMR Wealth Builders's Gartner position peaked at $367K in Q3 2024.
  • 718 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on RMR Wealth Builders's 13F filing for Q1 2026, filed 22 Apr 2026.