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Venturi Wealth Management’s Gartner IT Stock Holding History

Venturi 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
Q1 		– Sell
-1,724
Closed -$435K – 637
2025
Q4 		$435K Sell
1,724
-197
-10% -$47.4K 0.02% 381
2025
Q3 		$505K Sell
1,921
-96
-5% -$28K 0.02% 333
2025
Q2 		$815K Sell
2,017
-427
-17% -$179K 0.04% 229
2025
Q1 		$1.03M Sell
2,444
-49
-2% -$24.1K 0.05% 202
2024
Q4 		$1.21M Sell
2,493
-37
-1% -$19.1K 0.06% 181
2024
Q3 		$1.28M Buy
2,530
+935
+59% +$449K 0.07% 161
2024
Q2 		$716K Buy
1,595
+1,464
+1,118% +$651K 0.04% 222
2024
Q1 		$62.4K Sell
131
-7
-5% -$3.22K ﹤0.01% 476
2023
Q4 		$62.3K Buy
138
+3
+2% +$1.2K ﹤0.01% 469
2023
Q3 		$46.4K Buy
135
+29
+27% +$10.1K ﹤0.01% 480
2023
Q2 		$37.1K Hold
106
– – ﹤0.01% 465
2023
Q1 		$34.5K Buy
+106
New +$35K ﹤0.01% 519

Other funds holding IT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Venturi Wealth Management's IT Position: Q1 2026 in Review

Venturi Wealth Management sold out of Gartner (IT) in Q1 2026, closing a stake of 1,724 shares — an estimated $435K sold.

Venturi Wealth Management first reported a position in IT in Q1 2023 and held it in 12 quarters. The position peaked at $1.28M in Q3 2024. 712 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Venturi Wealth Management reported no remaining Gartner position as of Q1 2026 after selling out during the quarter.
  • Venturi Wealth Management sold 1,724 Gartner shares in Q1 2026, an estimated $435K.
  • Venturi Wealth Management first reported a position in Gartner in Q1 2023 and held it in 12 quarters.
  • Venturi Wealth Management's Gartner position peaked at $1.28M in Q3 2024.
  • 712 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Venturi Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.