WAU
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Wellington-Altus USA’s Gartner IT Stock Holding History

Wellington-Altus USA’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 		$13.1K Hold
83
– – 0.01% 557
2026
Q1 		$10.8K Hold
83
– – 0.01% 599
2025
Q4 		$20.9K Buy
+83
New +$20K 0.02% 477

Other funds holding IT

BAMCO Inc
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wellington-Altus USA's IT Position: Q2 2026 in Review

Wellington-Altus USA held its Gartner (IT) position steady in Q2 2026 at 83 shares worth $13.1K. The position accounts for 0.01% of the portfolio, ranked #557.

Wellington-Altus USA first reported a position in IT in Q4 2025 and has held it in 3 quarters since. The position peaked at $20.9K in Q4 2025. 653 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Wellington-Altus USA held 83 shares of Gartner worth $13.1K as of Q2 2026.
  • Wellington-Altus USA left its Gartner share count unchanged in Q2 2026.
  • Gartner made up 0.01% of Wellington-Altus USA's portfolio in Q2 2026, its #557 holding.
  • Wellington-Altus USA first reported a position in Gartner in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Gartner position peaked at $20.9K in Q4 2025.
  • 653 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.