Sendero Wealth Management
IT icon

Sendero Wealth Management’s Gartner IT Stock Holding History

Sendero 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
Q3 		$4.02M Sell
21,555
-3,737
-15% -$637K 0.4% 40
2026
Q2 		$3.28M Buy
25,292
+3,091
+14% +$466K 0.33% 52
2026
Q1 		$3.52M Buy
+22,201
New +$4.08M 0.39% 49

Other funds holding IT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $9.18B AUM 10.37% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Madison Asset Management
Madison Asset Management Madison, Wisconsin $8.05B AUM 13.78% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Sendero Wealth Management's IT Position: Q3 2026 in Review

Sendero Wealth Management reduced its Gartner (IT) stake by 15% in Q3 2026, selling an estimated $637K and leaving 21,555 shares worth $4.02M. The position accounts for 0.4% of the portfolio, ranked #40.

Sendero Wealth Management first reported a position in IT in Q1 2026 and has held it in 3 quarters since. 483 funds tracked by Wall St. Rank hold IT as of Q3 2026.

  • Sendero Wealth Management held 21,555 shares of Gartner worth $4.02M as of Q3 2026.
  • Sendero Wealth Management sold 3,737 Gartner shares in Q3 2026, an estimated $637K.
  • Gartner made up 0.4% of Sendero Wealth Management's portfolio in Q3 2026, its #40 holding.
  • Sendero Wealth Management first reported a position in Gartner in Q1 2026 and has held it in 3 quarters since.
  • 483 funds tracked by Wall St. Rank held Gartner as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.