True Wealth Design’s Gartner IT Stock Holding History

True Wealth Design’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	$62.7K	Buy	484 +46	+11%	+$6.93K	0.01%	407
2026 Q1	$69.4K	Buy	438 +19	+5%	+$3.5K	0.02%	308
2025 Q4	$106K	Buy	419 +259	+162%	+$62.3K	0.03%	178
2025 Q3	$42.1K	Buy	160 +147	+1,131%	+$42.9K	0.01%	367
2025 Q2	$5.25K	Buy	13 +6	+86%	+$2.51K	﹤0.01%	784
2025 Q1	$2.94K	Buy	7 +3	+75%	+$1.48K	﹤0.01%	873
2024 Q4	$1.94K	Sell	4 -94	-96%	-$48.5K	﹤0.01%	746
2024 Q3	$49.7K	Buy	98 +94	+2,350%	+$45.2K	0.02%	146
2024 Q2	$1.8K	Buy	4 +1	+33%	+$445	﹤0.01%	377
2024 Q1	$1.43K	Buy	3 +1	+50%	+$460	﹤0.01%	389
2023 Q4	$903	Hold	2	–	–	﹤0.01%	372
2023 Q3	$688	Hold	2	–	–	﹤0.01%	364
2023 Q2	$701	Hold	2	–	–	﹤0.01%	370
2023 Q1	$652	Hold	2	–	–	﹤0.01%	477
2022 Q4	$672	Buy	+2	New	+$645	﹤0.01%	397

Other funds holding IT

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

True Wealth Design's IT Position: Q2 2026 in Review

True Wealth Design increased its Gartner (IT) stake by 11% in Q2 2026, buying an estimated $6.93K and bringing the position to 484 shares worth $62.7K. The position accounts for 0.01% of the portfolio, ranked #407.

True Wealth Design first reported a position in IT in Q4 2022 and has held it in 15 quarters since. The position peaked at $106K in Q4 2025. 646 funds tracked by Wall St. Rank hold IT as of Q2 2026.

True Wealth Design held 484 shares of Gartner worth $62.7K as of Q2 2026.
True Wealth Design bought 46 Gartner shares in Q2 2026, an estimated $6.93K.
Gartner made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #407 holding.
True Wealth Design first reported a position in Gartner in Q4 2022 and has held it in 15 quarters since.
True Wealth Design's Gartner position peaked at $106K in Q4 2025.
646 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.