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Waddell & Associates’s Gartner IT Stock Holding History

Waddell & Associates’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 		$362K Sell
2,795
-1,350
-33% -$203K 0.02% 346
2026
Q1 		$656K Buy
4,145
+2,356
+132% +$433K 0.04% 171
2025
Q4 		$451K Buy
1,789
+976
+120% +$235K 0.03% 196
2025
Q3 		$214K Buy
+813
New +$237K 0.02% 294

Other funds holding IT

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Waddell & Associates's IT Position: Q2 2026 in Review

Waddell & Associates reduced its Gartner (IT) stake by 33% in Q2 2026, selling an estimated $203K and leaving 2,795 shares worth $362K. The position accounts for 0.02% of the portfolio, ranked #346.

Waddell & Associates first reported a position in IT in Q3 2025 and has held it in 4 quarters since. The position peaked at $656K in Q1 2026. 106 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Waddell & Associates held 2,795 shares of Gartner worth $362K as of Q2 2026.
  • Waddell & Associates sold 1,350 Gartner shares in Q2 2026, an estimated $203K.
  • Gartner made up 0.02% of Waddell & Associates's portfolio in Q2 2026, its #346 holding.
  • Waddell & Associates first reported a position in Gartner in Q3 2025 and has held it in 4 quarters since.
  • Waddell & Associates's Gartner position peaked at $656K in Q1 2026.
  • 106 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.