PSI
IT icon

Planning Strategies Inc.’s Gartner IT Stock Holding History

Planning Strategies Inc.’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 		$907 Buy
+7
New +$1.05K ﹤0.01% 759

Other funds holding IT

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TIM
Triad Investment Management Newport Beach, California $90.7M AUM
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
COA
Crown Oak Advisors Piedmont, California $215M AUM 6.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Planning Strategies Inc.'s IT Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Gartner (IT) in Q2 2026: 7 shares worth $907. The stake represents ﹤0.01% of the portfolio and ranks #759 among its holdings.

172 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Planning Strategies Inc. held 7 shares of Gartner worth $907 as of Q2 2026.
  • Gartner was a new Planning Strategies Inc. position in Q2 2026.
  • Gartner made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #759 holding.
  • 172 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.