RFP
IT icon

Root Financial Partners’s Gartner IT Stock Holding History

Root Financial Partners’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
-68
Closed -$10.8K – 1797
2026
Q1 		$10.8K Buy
68
+32
+89% +$5.89K ﹤0.01% 1657
2025
Q4 		$9.08K Buy
36
+3
+9% +$722 ﹤0.01% 1539
2025
Q3 		$8.68K Buy
+33
New +$9.63K ﹤0.01% 1510

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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TIM
Triad Investment Management Newport Beach, California $90.7M AUM
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
COA
Crown Oak Advisors Piedmont, California $215M AUM 6.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Root Financial Partners's IT Position: Q2 2026 in Review

Root Financial Partners sold out of Gartner (IT) in Q2 2026, closing a stake of 68 shares — an estimated $10.8K sold.

Root Financial Partners first reported a position in IT in Q3 2025 and held it in 3 quarters. The position peaked at $10.8K in Q1 2026. 171 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Root Financial Partners reported no remaining Gartner position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 68 Gartner shares in Q2 2026, an estimated $10.8K.
  • Root Financial Partners first reported a position in Gartner in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Gartner position peaked at $10.8K in Q1 2026.
  • 171 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.