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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
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

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Sendero Wealth Management's IT Position: Q2 2026 in Review

Sendero Wealth Management increased its Gartner (IT) stake by 14% in Q2 2026, buying an estimated $466K and bringing the position to 25,292 shares worth $3.28M. The position accounts for 0.33% of the portfolio, ranked #52.

Sendero Wealth Management first reported a position in IT in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.52M in Q1 2026. 651 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Sendero Wealth Management held 25,292 shares of Gartner worth $3.28M as of Q2 2026.
  • Sendero Wealth Management bought 3,091 Gartner shares in Q2 2026, an estimated $466K.
  • Gartner made up 0.33% of Sendero Wealth Management's portfolio in Q2 2026, its #52 holding.
  • Sendero Wealth Management first reported a position in Gartner in Q1 2026 and has held it in 2 quarters since.
  • Sendero Wealth Management's Gartner position peaked at $3.52M in Q1 2026.
  • 651 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.