Turtle Creek Wealth Advisors’s Gartner IT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$281K Buy
+2,165
New +$326K 0.01% 379
2026
Q1
Sell
-842
Closed -$212K 496
2025
Q4
$212K Sell
842
-1,859
-69% -$447K 0.02% 375
2025
Q3
$710K Sell
2,701
-34
-1% -$9.92K 0.06% 170
2025
Q2
$1.11M Buy
+2,735
New +$1.14M 0.13% 111
2024
Q1
Sell
-82
Closed -$37K 503
2023
Q4
$37K Buy
+82
New +$32.8K 0.01% 310

Other funds holding IT

Turtle Creek Wealth Advisors's IT Position: Q2 2026 in Review

Turtle Creek Wealth Advisors opened a new position in Gartner (IT) in Q2 2026: 2,165 shares worth $281K. The stake represents 0.01% of the portfolio and ranks #379 among its holdings. This is a return to the name: Turtle Creek Wealth Advisors previously reported a position in IT as recently as Q4 2025.

Turtle Creek Wealth Advisors first reported a position in IT in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.11M in Q2 2025. 651 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Turtle Creek Wealth Advisors held 2,165 shares of Gartner worth $281K as of Q2 2026.
  • Gartner was a new Turtle Creek Wealth Advisors position in Q2 2026.
  • Gartner made up 0.01% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #379 holding.
  • Turtle Creek Wealth Advisors first reported a position in Gartner in Q4 2023 and has held it in 5 quarters since.
  • Turtle Creek Wealth Advisors's Gartner position peaked at $1.11M in Q2 2025.
  • 651 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.