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Strategic Wealth Partners’s Gartner IT Stock Holding History

Strategic Wealth 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 		$13.4K Buy
103
+53
+106% +$7.98K ﹤0.01% 856
2026
Q1 		$7.92K Hold
50
– – ﹤0.01% 949
2025
Q4 		$12.6K Hold
50
– – ﹤0.01% 824
2025
Q3 		$13.1K Buy
+50
New +$14.6K ﹤0.01% 833

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

Strategic Wealth Partners's IT Position: Q2 2026 in Review

Strategic Wealth Partners increased its Gartner (IT) stake by 106% in Q2 2026, buying an estimated $7.98K and bringing the position to 103 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #856.

Strategic Wealth Partners first reported a position in IT in Q3 2025 and has held it in 4 quarters since. 646 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Strategic Wealth Partners held 103 shares of Gartner worth $13.4K as of Q2 2026.
  • Strategic Wealth Partners bought 53 Gartner shares in Q2 2026, an estimated $7.98K.
  • Gartner made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #856 holding.
  • Strategic Wealth Partners first reported a position in Gartner in Q3 2025 and has held it in 4 quarters since.
  • 646 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.