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Connecticut Wealth Management, LLC → IT
Connecticut Wealth Management, LLC IT Position History
Gartner, Inc. • Technology
Quarters held
5
Latest value
$292K
Q3 2026
Peak value
$1.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.4M |
| Q4 2025 | $1.4M |
| Q1 2026 | $629K |
| Q2 2026 | $289K |
| Q3 2026 | $292K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $292K | 1.6K | — | — |
| Q2 2026 | $289K | 2.2K | — | — |
| Q1 2026 | $629K | 4.0K | — | — |
| Q4 2025 | $1.4M | 5.5K | — | — |
| Q3 2025 | $1.4M | 5.3K | — | — |
Other funds holding IT
$3.8B
$3.7B
$2.5B
$2.1B
$1.9B