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Spire Wealth Management’s Gartner IT Stock Holding History

Spire 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 		$3.11K Sell
24
-4
-14% -$602 ﹤0.01% 1915
2026
Q1 		$4.43K Buy
28
+20
+250% +$3.68K ﹤0.01% 1867
2025
Q4 		$1.96K Sell
8
-501
-98% -$121K ﹤0.01% 2104
2025
Q3 		$134K Buy
509
+458
+898% +$134K ﹤0.01% 902
2025
Q2 		$10.5K Buy
51
+25
+96% +$10.5K ﹤0.01% 1705
2025
Q1 		$10.9K Sell
26
-3
-10% -$1.48K ﹤0.01% 1811
2024
Q4 		$14.1K Sell
29
-20
-41% -$10.3K ﹤0.01% 1744
2024
Q3 		$24.8K Buy
49
+17
+53% +$8.17K ﹤0.01% 1369
2024
Q2 		$14.4K Sell
32
-14
-30% -$6.23K ﹤0.01% 1537
2024
Q1 		$22.1K Buy
46
+7
+18% +$3.22K ﹤0.01% 1487
2023
Q4 		$18.1K Hold
39
– – ﹤0.01% 1571
2023
Q3 		$13.4K Buy
39
+18
+86% +$6.28K ﹤0.01% 1644
2023
Q2 		$7.43K Buy
21
+5
+31% +$1.63K ﹤0.01% 1896
2023
Q1 		$5.21K Sell
16
-72
-82% -$23.8K ﹤0.01% 2025
2022
Q4 		$30K Buy
88
+86
+4,300% +$27.8K ﹤0.01% 1198
2022
Q3 		$1K Sell
2
-6
-75% -$1.68K ﹤0.01% 2089
2022
Q2 		$2K Sell
8
-246
-97% -$65.4K ﹤0.01% 2365
2022
Q1 		$76K Sell
254
-138
-35% -$40K ﹤0.01% 1279
2021
Q4 		$131K Buy
+392
New +$126K ﹤0.01% 1291
2021
Q2 		– Sell
-467
Closed -$87K – 2775
2021
Q1 		$87K Buy
+467
New +$81.2K ﹤0.01% 1454

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

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

Spire Wealth Management reduced its Gartner (IT) stake by 14% in Q2 2026, selling an estimated $602 and leaving 24 shares worth $3.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1915.

Spire Wealth Management first reported a position in IT in Q1 2021 and has held it in 20 quarters since. The position peaked at $134K in Q3 2025. 646 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Spire Wealth Management held 24 shares of Gartner worth $3.11K as of Q2 2026.
  • Spire Wealth Management sold 4 Gartner shares in Q2 2026, an estimated $602.
  • Gartner made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1915 holding.
  • Spire Wealth Management first reported a position in Gartner in Q1 2021 and has held it in 20 quarters since.
  • Spire Wealth Management's Gartner position peaked at $134K in Q3 2025.
  • 646 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.