Wealth Enhancement Advisory Services
IT icon

Wealth Enhancement Advisory Services’s Gartner IT Stock Holding History

Wealth Enhancement Advisory Services’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 		$5.07M Sell
40,920
-9,569
-19% -$1.44M 0.01% 997
2026
Q1 		$7.43M Buy
50,489
+19,692
+64% +$3.62M 0.02% 710
2025
Q4 		$7.55M Buy
30,797
+8,506
+38% +$2.05M 0.01% 812
2025
Q3 		$5.47M Sell
22,291
-12,673
-36% -$3.7M 0.01% 908
2025
Q2 		$14M Buy
34,964
+6,352
+22% +$2.66M 0.02% 530
2025
Q1 		$12M Buy
28,612
+352
+1% +$173K 0.02% 528
2024
Q4 		$13.7M Sell
28,260
-1,745
-6% -$900K 0.03% 480
2024
Q3 		$15.2M Buy
30,005
+4,565
+18% +$2.19M 0.03% 408
2024
Q2 		$11.4M Sell
25,440
-1,110
-4% -$494K 0.03% 447
2024
Q1 		$12.7M Buy
26,550
+1,582
+6% +$728K 0.03% 411
2023
Q4 		$11.3M Buy
24,968
+171
+0.7% +$68.3K 0.03% 404
2023
Q3 		$8.52M Buy
+24,797
New +$8.65M 0.03% 441
2023
Q2 		– Sell
-7,747
Closed -$2.52M – 542
2023
Q1 		$2.52M Buy
+7,747
New +$2.56M 0.03% 191
2016
Q3 		– Sell
-14,781
Closed -$1.44M – 160
2016
Q2 		$1.44M Buy
14,781
+1,450
+11% +$138K 0.26% 61
2016
Q1 		$1.18M Buy
13,331
+1,887
+16% +$160K 0.24% 73
2015
Q4 		$1.04M Buy
+11,444
New +$1.01M 0.26% 66

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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
TIM
Triad Investment Management Newport Beach, California $90.7M AUM
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
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services's IT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Gartner (IT) stake by 19% in Q2 2026, selling an estimated $1.44M and leaving 40,920 shares worth $5.07M. The position accounts for 0.01% of the portfolio, ranked #997.

Wealth Enhancement Advisory Services first reported a position in IT in Q4 2015 and has held it in 16 quarters since. The position peaked at $15.2M in Q3 2024. 85 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 40,920 shares of Gartner worth $5.07M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 9,569 Gartner shares in Q2 2026, an estimated $1.44M.
  • Gartner made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #997 holding.
  • Wealth Enhancement Advisory Services first reported a position in Gartner in Q4 2015 and has held it in 16 quarters since.
  • Wealth Enhancement Advisory Services's Gartner position peaked at $15.2M in Q3 2024.
  • 85 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.