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Robertson Stephens Wealth Management, LLC → IT
Robertson Stephens Wealth Management, LLC IT Position History
Gartner, Inc. • Technology
Quarters held
5
Latest value
$571K
Q3 2026
Peak value
$689K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $689K |
| Q4 2025 | $663K |
| Q1 2026 | $475K |
| Q2 2026 | $390K |
| Q3 2026 | $571K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $571K | 3.1K | — | — |
| Q2 2026 | $390K | 3.0K | — | — |
| Q1 2026 | $475K | 3.0K | — | — |
| Q4 2025 | $663K | 2.6K | — | — |
| Q3 2025 | $689K | 2.6K | — | — |
Other funds holding IT
$3.8B
$3.7B
$2.5B
$2.1B
$1.9B