RAFFA WEALTH MANAGEMENT, LLC’s Gartner IT Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$648	Sell	5 -8	-62%	-$1.21K	﹤0.01%	1139
2026 Q1	$2.06K	Hold	13	–	–	﹤0.01%	742
2025 Q4	$3.28K	Hold	13	–	–	﹤0.01%	609
2025 Q3	$3.42K	Buy	13 +8	+160%	+$2.33K	﹤0.01%	571
2025 Q2	$2.02K	Hold	5	–	–	﹤0.01%	684
2025 Q1	$2.1K	Hold	5	–	–	﹤0.01%	618
2024 Q4	$2.42K	Sell	5 -2	-29%	-$1.03K	﹤0.01%	616
2024 Q3	$3.55K	Sell	7 -307	-98%	-$148K	﹤0.01%	494
2024 Q2	$141K	Hold	314	–	–	0.04%	111
2024 Q1	$150K	Buy	314 +304	+3,040%	+$140K	0.04%	102
2023 Q4	$4.51K	Hold	10	–	–	﹤0.01%	409
2023 Q3	$3.44K	Hold	10	–	–	﹤0.01%	445
2023 Q2	$3.5K	Hold	10	–	–	﹤0.01%	460
2023 Q1	$3.26K	Hold	10	–	–	﹤0.01%	479
2022 Q4	$3.36K	Hold	10	–	–	﹤0.01%	463
2022 Q3	$2.77K	Hold	10	–	–	﹤0.01%	519
2022 Q2	$2.42K	Hold	10	–	–	﹤0.01%	560
2022 Q1	$2.98K	Hold	10	–	–	﹤0.01%	529
2021 Q4	$3.34K	Hold	10	–	–	﹤0.01%	518
2021 Q3	$3.04K	Hold	10	–	–	﹤0.01%	497
2021 Q2	$2.42K	Hold	10	–	–	﹤0.01%	566
2021 Q1	$1.83K	Hold	10	–	–	﹤0.01%	668
2020 Q4	$1.6K	Hold	10	–	–	﹤0.01%	609
2020 Q3	$1.25K	Hold	10	–	–	﹤0.01%	606
2020 Q2	$1.21K	Hold	10	–	–	﹤0.01%	603
2020 Q1	$996	Hold	10	–	–	﹤0.01%	596
2019 Q4	$1.54K	Hold	10	–	–	﹤0.01%	461
2019 Q3	$1.43K	Buy	+10	New	+$1.45K	﹤0.01%	477
2019 Q2	–	Sell	-10	Closed	-$1.52K	–	1052
2019 Q1	$1.52K	Hold	10	–	–	﹤0.01%	416
2018 Q4	$1.28K	Hold	10	–	–	﹤0.01%	447
2018 Q3	$1.58K	Hold	10	–	–	﹤0.01%	438
2018 Q2	$1.33K	Hold	10	–	–	﹤0.01%	463
2018 Q1	$1.18K	Buy	+10	New	+$1.25K	﹤0.01%	474
2017 Q3	–	Sell	-13	Closed	-$1.61K	–	331
2017 Q2	$1.61K	Hold	13	–	–	﹤0.01%	308
2017 Q1	$1.4K	Sell	13 -31	-70%	-$3.19K	﹤0.01%	295
2016 Q4	$4.45K	Hold	44	–	–	﹤0.01%	227
2016 Q3	$3.89K	Hold	44	–	–	﹤0.01%	237
2016 Q2	$4.29K	Hold	44	–	–	﹤0.01%	223
2016 Q1	$3.93K	Hold	44	–	–	﹤0.01%	232
2015 Q4	$3.99K	Hold	44	–	–	﹤0.01%	221
2015 Q3	$3.69K	Hold	44	–	–	﹤0.01%	238
2015 Q2	$3.77K	Hold	44	–	–	﹤0.01%	225
2015 Q1	$3.69K	Buy	44 +13	+42%	+$1.07K	﹤0.01%	220
2014 Q4	$2.61K	Hold	31	–	–	﹤0.01%	231
2014 Q3	$2.28K	Hold	31	–	–	﹤0.01%	243
2014 Q2	$2.19K	Hold	31	–	–	﹤0.01%	212
2014 Q1	$2.15K	Hold	31	–	–	﹤0.01%	212
2013 Q4	$2.61K	Buy	+31	New	+$1.96K	﹤0.01%	231

Other funds holding IT

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TIM

Triad Investment Management Newport Beach, California $90.7M AUM

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

COA

Crown Oak Advisors Piedmont, California $215M AUM 6.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's IT Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its Gartner (IT) stake by 62% in Q2 2026, selling an estimated $1.21K and leaving 5 shares worth $648. The position accounts for ﹤0.01% of the portfolio, ranked #1139.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in IT in Q4 2013 and has held it in 48 quarters since. The position peaked at $150K in Q1 2024. 153 funds tracked by Wall St. Rank hold IT as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 5 shares of Gartner worth $648 as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC sold 8 Gartner shares in Q2 2026, an estimated $1.21K.
Gartner made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1139 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Gartner in Q4 2013 and has held it in 48 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Gartner position peaked at $150K in Q1 2024.
153 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.