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Robertson Stephens Wealth Management’s Gartner IT Stock Holding History

Robertson Stephens 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
Q2 		$390K Buy
3,009
+7
+0.2% +$1.05K 0.01% 478
2026
Q1 		$475K Buy
3,002
+372
+14% +$68.4K 0.01% 430
2025
Q4 		$663K Buy
2,630
+9
+0.3% +$2.17K 0.02% 377
2025
Q3 		$689K Sell
2,621
-6
-0.2% -$1.75K 0.02% 303
2025
Q2 		$1.06M Sell
2,627
-77
-3% -$32.2K 0.03% 265
2025
Q1 		$1.13M Sell
2,704
-1,038
-28% -$512K 0.04% 253
2024
Q4 		$1.81M Sell
3,742
-904
-19% -$466K 0.06% 205
2024
Q3 		$2.35M Buy
4,646
+1,218
+36% +$586K 0.09% 181
2024
Q2 		$1.54M Buy
3,428
+2,226
+185% +$990K 0.08% 168
2024
Q1 		$573K Buy
1,202
+1
+0.1% +$460 0.03% 324
2023
Q4 		$542K Buy
1,201
+13
+1% +$5.19K 0.03% 298
2023
Q3 		$408K Buy
1,188
+30
+3% +$10.5K 0.03% 332
2023
Q2 		$406K Buy
1,158
+28
+2% +$9.12K 0.03% 310
2023
Q1 		$368K Buy
1,130
+123
+12% +$40.7K 0.03% 337
2022
Q4 		$338K Sell
1,007
-37
-4% -$11.9K 0.03% 313
2022
Q3 		$288K Hold
1,044
– – 0.03% 285
2022
Q2 		$252K Sell
1,044
-7
-0.7% -$1.86K 0.02% 318
2022
Q1 		$312K Sell
1,051
-9
-0.8% -$2.61K 0.03% 304
2021
Q4 		$354K Buy
+1,060
New +$341K 0.03% 296

Other funds holding IT

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robertson Stephens Wealth Management's IT Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Gartner (IT) stake by 0.23% in Q2 2026, buying an estimated $1.05K and bringing the position to 3,009 shares worth $390K. The position accounts for 0.01% of the portfolio, ranked #478.

Robertson Stephens Wealth Management first reported a position in IT in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.35M in Q3 2024. 202 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Robertson Stephens Wealth Management held 3,009 shares of Gartner worth $390K as of Q2 2026.
  • Robertson Stephens Wealth Management bought 7 Gartner shares in Q2 2026, an estimated $1.05K.
  • Gartner made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #478 holding.
  • Robertson Stephens Wealth Management first reported a position in Gartner in Q4 2021 and has held it in 19 quarters since.
  • Robertson Stephens Wealth Management's Gartner position peaked at $2.35M in Q3 2024.
  • 202 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.