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Whipplewood Advisors’s Gartner IT Stock Holding History

Whipplewood 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
-1
Closed -$158 – 858
2026
Q1 		$158 Buy
+1
New +$184 ﹤0.01% 1039
2025
Q3 		– Sell
-23
Closed -$9.3K – 739
2025
Q2 		$9.3K Buy
23
+8
+53% +$3.35K 0.01% 578
2025
Q1 		$4.62K Buy
15
+11
+275% +$5.42K ﹤0.01% 719
2024
Q4 		$1.94K Buy
+4
New +$2.06K ﹤0.01% 887

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

Whipplewood Advisors's IT Position: Q2 2026 in Review

Whipplewood Advisors sold out of Gartner (IT) in Q2 2026, closing a stake of 1 share — an estimated $158 sold.

Whipplewood Advisors first reported a position in IT in Q4 2024 and held it in 4 quarters. The position peaked at $9.3K in Q2 2025. 646 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Whipplewood Advisors reported no remaining Gartner position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 1 Gartner share in Q2 2026, an estimated $158.
  • Whipplewood Advisors first reported a position in Gartner in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Gartner position peaked at $9.3K in Q2 2025.
  • 646 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.