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Wealthspire Advisors (New York)’s Gartner IT Stock Holding History

Wealthspire Advisors (New York)’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 		– Sell
-1,150
Closed -$290K – 1022
2025
Q4 		$290K Buy
1,150
+588
+105% +$142K ﹤0.01% 810
2025
Q3 		$148K Sell
562
-679
-55% -$198K ﹤0.01% 892
2025
Q2 		$502K Buy
1,241
+353
+40% +$148K ﹤0.01% 538
2025
Q1 		$373K Buy
888
+94
+12% +$46.3K ﹤0.01% 586
2024
Q4 		$385K Buy
794
+14
+2% +$7.22K ﹤0.01% 584
2024
Q3 		$395K Buy
780
+140
+22% +$67.3K ﹤0.01% 550
2024
Q2 		$287K Buy
640
+157
+33% +$69.9K ﹤0.01% 551
2024
Q1 		$230K Buy
+483
New +$222K ﹤0.01% 566
2023
Q1 		– Sell
-707
Closed -$238K – 566
2022
Q4 		$238K Buy
+707
New +$228K ﹤0.01% 506
2022
Q1 		– Sell
-770
Closed -$257K – 493
2021
Q4 		$257K Buy
+770
New +$248K 0.01% 458
2021
Q2 		– Sell
-10,278
Closed -$1.88M – 519
2021
Q1 		$1.88M Buy
10,278
+985
+11% +$171K 0.04% 181
2020
Q4 		$1.49M Buy
9,293
+1,486
+19% +$214K 0.04% 162
2020
Q3 		$975K Buy
7,807
+1,478
+23% +$188K 0.06% 126
2020
Q2 		$768K Buy
6,329
+1,625
+35% +$188K 0.05% 123
2020
Q1 		$468K Buy
4,704
+2,335
+99% +$320K 0.02% 303
2019
Q4 		$365K Sell
2,369
-197
-8% -$30.1K 0.03% 127
2019
Q3 		$367K Buy
2,566
+1,081
+73% +$157K 0.03% 103
2019
Q2 		$239K Buy
+1,485
New +$232K 0.02% 88
2019
Q1 		– Sell
-365
Closed -$47K – 415
2018
Q4 		$47K Buy
+365
New +$52.7K ﹤0.01% 194

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

Wealthspire Advisors (New York)'s IT Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Gartner (IT) in Q1 2026, closing a stake of 1,150 shares — an estimated $290K sold.

Wealthspire Advisors (New York) first reported a position in IT in Q4 2018 and held it in 19 quarters. The position peaked at $1.88M in Q1 2021. 713 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining Gartner position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,150 Gartner shares in Q1 2026, an estimated $290K.
  • Wealthspire Advisors (New York) first reported a position in Gartner in Q4 2018 and held it in 19 quarters.
  • Wealthspire Advisors (New York)'s Gartner position peaked at $1.88M in Q1 2021.
  • 713 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.