Wealth Preservation Advisors’s Gartner IT Stock Holding History

Wealth Preservation Advisors’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	-106	Closed	-$16.8K	–	487
2026 Q1	$16.8K	Buy	+106	New	+$19.5K	0.01%	340

Other funds holding IT

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wealth Preservation Advisors's IT Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Gartner (IT) in Q2 2026, closing a stake of 106 shares — an estimated $16.8K sold.

Wealth Preservation Advisors first reported a position in IT in Q1 2026 and held it in 1 quarter. The position peaked at $16.8K in Q1 2026. 652 funds tracked by Wall St. Rank hold IT as of Q2 2026.

Wealth Preservation Advisors reported no remaining Gartner position as of Q2 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 106 Gartner shares in Q2 2026, an estimated $16.8K.
Wealth Preservation Advisors first reported a position in Gartner in Q1 2026 and held it in 1 quarter.
Wealth Preservation Advisors's Gartner position peaked at $16.8K in Q1 2026.
652 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.