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Envestnet Portfolio Solutions, Inc.

Position in IT — Gartner Inc

CIK 1998033 BERWYN, PA

Position in IT

as of Mar 31, 2026 · filed Apr 29, 2026
Position Value
$210,117
-$14,225 QoQ
Shares Held
1,327
+139.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2023
9 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in IT Over Time

Shares Held

Position Value (USD)

Position in Information Technology Services

Technology · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $23,276,492 across 9 Information Technology Services names.

# Ticker Company Shares Value (USD) Open

All Filings in IT

Export CSV
9 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $210,117 1,327
2025-06-30 $224,342 555
2025-03-31 $364,754 869
2024-12-31 $1,287,236 2,657
2024-09-30 $3,263,534 6,440
2024-06-30 $2,915,746 6,493
2024-03-31 $3,774,749 7,919
2023-12-31 $3,914,732 8,678
2023-09-30 $2,688,404 7,824