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Waypoint Wealth Counsel’s Gartner IT Stock Holding History

Waypoint Wealth Counsel’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
-1,473
Closed -$233K – 190
2026
Q1 		$233K Sell
1,473
-582
-28% -$107K 0.12% 186
2025
Q4 		$518K Buy
2,055
+1,162
+130% +$280K 0.19% 104
2025
Q3 		$235K Buy
+893
New +$260K 0.09% 216

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

Waypoint Wealth Counsel's IT Position: Q2 2026 in Review

Waypoint Wealth Counsel sold out of Gartner (IT) in Q2 2026, closing a stake of 1,473 shares — an estimated $233K sold.

Waypoint Wealth Counsel first reported a position in IT in Q3 2025 and held it in 3 quarters. The position peaked at $518K in Q4 2025. 651 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Waypoint Wealth Counsel reported no remaining Gartner position as of Q2 2026 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 1,473 Gartner shares in Q2 2026, an estimated $233K.
  • Waypoint Wealth Counsel first reported a position in Gartner in Q3 2025 and held it in 3 quarters.
  • Waypoint Wealth Counsel's Gartner position peaked at $518K in Q4 2025.
  • 651 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.