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Sendero Wealth Management, LLC → IT

Sendero Wealth Management, LLC IT Position History

Gartner, Inc. • Technology

Quarters held
6
Latest value
$4M
Q3 2026
Peak value
$4M
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$28K
Q1 2026$3.5M
Q2 2026$3.3M
Q2 2026$10K
Q3 2026$14K
Q3 2026$4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4M21.5K——
Q3 2026$14K75——
Q2 2026$10K80——
Q2 2026$3.3M25.2K——
Q1 2026$3.5M22.0K——
Q1 2026$28K174——

Other funds holding IT

Other Sendero Wealth Management, LLC positions

VGES

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$218.6M
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$215.1M
VGES

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$194.2M
VGES

VANGUARD INDEX FDS

$186.8M
TKR

2023 ETF SERIES TRUST

$108.2M
TKR

2023 ETF SERIES TRUST

$93M
TKR

2023 ETF SERIES TRUST

$83M
TKR

2023 ETF SERIES TRUST

$76.3M
Sendero Wealth Management, LLC IT Holdings: 13F Position History | Track13F