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Twin Peaks Wealth Advisors’s Gartner IT Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-140
Closed -$22.2K – 1207
2026
Q1 		$22.2K Buy
+140
New +$25.8K 0.01% 672
2025
Q3 		– Sell
-1
Closed -$307 – 1140
2025
Q2 		$307 Buy
+1
New +$418 ﹤0.01% 1991

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

Twin Peaks Wealth Advisors's IT Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Gartner (IT) in Q2 2026, closing a stake of 140 shares — an estimated $22.2K sold.

Twin Peaks Wealth Advisors first reported a position in IT in Q2 2025 and held it in 2 quarters. The position peaked at $22.2K in Q1 2026. 653 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Gartner position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 140 Gartner shares in Q2 2026, an estimated $22.2K.
  • Twin Peaks Wealth Advisors first reported a position in Gartner in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Gartner position peaked at $22.2K in Q1 2026.
  • 653 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.