James T. Borello RIA
IT icon

James T. Borello RIA’s Gartner IT Stock Holding History

James T. Borello RIA’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 		$12.1K Buy
65
+56
+622% +$9.6K ﹤0.01% 550
2026
Q2 		$1.17K Buy
9
+4
+80% +$602 ﹤0.01% 1005
2026
Q1 		$792 Buy
5
+3
+150% +$552 ﹤0.01% 1024
2025
Q4 		$505 Sell
2
-8
-80% -$1.93K ﹤0.01% 941
2025
Q3 		$2.63K Buy
+10
New +$2.92K ﹤0.01% 680

Other funds holding IT

BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Triad Investment Management
Triad Investment Management Newport Beach, California $75.4M AUM 4% 1-Year Est. Return
Crown Oak Advisors
Crown Oak Advisors Piedmont, California $212M AUM 8.83% 1-Year Est. Return

James T. Borello RIA's IT Position: Q3 2026 in Review

James T. Borello RIA increased its Gartner (IT) stake by 622% in Q3 2026, buying an estimated $9.6K and bringing the position to 65 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

James T. Borello RIA first reported a position in IT in Q3 2025 and has held it in 5 quarters since. 177 funds tracked by Wall St. Rank hold IT as of Q3 2026.

  • James T. Borello RIA held 65 shares of Gartner worth $12.1K as of Q3 2026.
  • James T. Borello RIA bought 56 Gartner shares in Q3 2026, an estimated $9.6K.
  • Gartner made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #550 holding.
  • James T. Borello RIA first reported a position in Gartner in Q3 2025 and has held it in 5 quarters since.
  • 177 funds tracked by Wall St. Rank held Gartner as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.