Focus Partners Wealth

Position in IT — Gartner Inc

CIK 1542153 ST LOUIS, MO

Position in IT

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$3,090,005

-$1,033,007 QoQ

Shares Held

19,515

+19.4% QoQ

Ownership

0.029%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 16.983037156704363.ToString("F0")% Shared 0.ToString("F0")% None 83.01696284329564.ToString("F0")%

Technology · as of Mar 31, 2026

Focus Partners Wealth holds $525,858,331 across 28 Information Technology Services names. IT ranks #8 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ACN	Accenture plc	1,502,940	$298,017,972
2	IBM	International Business Machines Corp	393,507	$95,382,161
3	CACI	Caci International Inc /De/	120,814	$65,707,110
4	BR	Broadridge Financial Solutions, Inc.	138,021	$22,425,652
5	LDOS	Leidos Holdings, Inc.	77,273	$12,017,496
6	GDYN	Grid Dynamics Holdings, Inc.	1,036,416	$5,907,571
7	G	Genpact LTD	90,128	$3,357,268
8	IT	Gartner Inc This page	19,515	$3,090,005

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,090,005	19,515	+19.4%	Shares	Sole	2026-05-15
2025-12-31	$4,123,012	16,343	+168.1%	Shares	Sole	2026-02-13
2025-09-30	$1,602,192	6,095	+67.8%	Shares	Sole	2025-11-14
2025-06-30	$1,468,531	3,633	+28.6%	Shares	Sole	2025-08-14
2025-03-31	$1,186,185	2,826	-19.2%	Shares	Sole	2025-05-20
2024-12-31	$1,694,191	3,497	+9.7%	Shares	Sole	2025-05-29
2024-09-30	$1,616,057	3,189	+172.1%	Shares	Sole	2024-11-14
2024-06-30	$526,298	1,172	-46.2%	Shares	Sole	2024-08-15
2024-03-31	$1,038,187	2,178	-18.5%	Shares	Sole	2024-05-16
2023-12-31	$1,205,365	2,672	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.