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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
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

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

Waypoint Wealth Counsel's IT Position: Q1 2026 in Review

Waypoint Wealth Counsel reduced its Gartner (IT) stake by 28% in Q1 2026, selling an estimated $107K and leaving 1,473 shares worth $233K. The position accounts for 0.12% of the portfolio, ranked #186.

Waypoint Wealth Counsel first reported a position in IT in Q3 2025 and has held it in 3 quarters since. The position peaked at $518K in Q4 2025. 712 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Waypoint Wealth Counsel held 1,473 shares of Gartner worth $233K as of Q1 2026.
  • Waypoint Wealth Counsel sold 582 Gartner shares in Q1 2026, an estimated $107K.
  • Gartner made up 0.12% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #186 holding.
  • Waypoint Wealth Counsel first reported a position in Gartner in Q3 2025 and has held it in 3 quarters since.
  • Waypoint Wealth Counsel's Gartner position peaked at $518K in Q4 2025.
  • 712 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.