SWM
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SHP Wealth Management’s Gartner IT Stock Holding History

SHP 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 		$2.21K Sell
17
-3
-15% -$452 ﹤0.01% 1367
2026
Q1 		$3.17K Buy
20
+19
+1,900% +$3.5K ﹤0.01% 1176
2025
Q4 		$262 Buy
+1
New +$241 ﹤0.01% 1446

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management reduced its Gartner (IT) stake by 15% in Q2 2026, selling an estimated $452 and leaving 17 shares worth $2.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1367.

SHP Wealth Management first reported a position in IT in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.17K in Q1 2026. 653 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • SHP Wealth Management held 17 shares of Gartner worth $2.21K as of Q2 2026.
  • SHP Wealth Management sold 3 Gartner shares in Q2 2026, an estimated $452.
  • Gartner made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1367 holding.
  • SHP Wealth Management first reported a position in Gartner in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Gartner position peaked at $3.17K in Q1 2026.
  • 653 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.