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Wedmont Private Capital’s Gartner IT Stock Holding History

Wedmont Private Capital’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
Q3 		$252K Buy
+1,290
New +$220K 0.01% 858
2026
Q1 		– Sell
-1,053
Closed -$259K – 858
2025
Q4 		$259K Buy
1,053
+212
+25% +$51K 0.01% 687
2025
Q3 		$206K Sell
841
-750
-47% -$219K 0.01% 754
2025
Q2 		$628K Sell
1,591
-56
-3% -$23.4K 0.03% 368
2025
Q1 		$659K Sell
1,647
-201
-11% -$99.1K 0.03% 314
2024
Q4 		$904K Sell
1,848
-30
-2% -$15.5K 0.05% 241
2024
Q3 		$957K Buy
1,878
+138
+8% +$66.3K 0.05% 210
2024
Q2 		$792K Buy
1,740
+110
+7% +$48.9K 0.05% 240
2024
Q1 		$766K Buy
1,630
+32
+2% +$14.7K 0.06% 234
2023
Q4 		$696K Buy
1,598
+398
+33% +$159K 0.06% 230
2023
Q3 		$425K Buy
1,200
+4
+0.3% +$1.4K 0.04% 294
2023
Q2 		$434K Buy
1,196
+11
+0.9% +$3.58K 0.05% 281
2023
Q1 		$373K Sell
1,185
-4
-0.3% -$1.32K 0.05% 278
2022
Q4 		$391K Buy
1,189
+278
+31% +$89.7K 0.06% 269
2022
Q3 		$252K Buy
+911
New +$255K 0.05% 298

Other funds holding IT

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Wedmont Private Capital's IT Position: Q3 2026 in Review

Wedmont Private Capital opened a new position in Gartner (IT) in Q3 2026: 1,290 shares worth $252K. The stake represents 0.01% of the portfolio and ranks #858 among its holdings. This is a return to the name: Wedmont Private Capital previously reported a position in IT as recently as Q4 2025.

Wedmont Private Capital first reported a position in IT in Q3 2022 and has held it in 15 quarters since. The position peaked at $957K in Q3 2024. 17 funds tracked by Wall St. Rank hold IT as of Q3 2026.

  • Wedmont Private Capital held 1,290 shares of Gartner worth $252K as of Q3 2026.
  • Gartner was a new Wedmont Private Capital position in Q3 2026.
  • Gartner made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #858 holding.
  • Wedmont Private Capital first reported a position in Gartner in Q3 2022 and has held it in 15 quarters since.
  • Wedmont Private Capital's Gartner position peaked at $957K in Q3 2024.
  • 17 funds tracked by Wall St. Rank held Gartner as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.