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NewEdge Wealth, LLC

SEC CIK
0001861796
Latest filing
Aug 10, 2026

IT holding history

Gartner Inc in every 13F filed by NewEdge Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IT overviewAll 13F holders of ITFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q1 2022
Holdings of IT by NewEdge Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−1,301−100.0%Sold outHolders
Q4 20251,301$328.2K<0.1%+1,301NewHolders
Q2 20250$00.0%−1,559−100.0%Sold outHolders
Q1 20251,559$654.4K<0.1%−888−36.3%ReducedHolders
Q4 20242,447$1.19M<0.1%−446−15.4%ReducedHolders
Q3 20242,893$1.47M<0.1%+191+7.1%AddedHolders
Q2 20242,702$1.21M<0.1%−403−13.0%ReducedHolders
Q1 20243,105$1.30M<0.1%+307+11.0%AddedHolders
Q4 20232,798$1.26M<0.1%−28−1.0%ReducedHolders
Q3 20232,826$971.0K<0.1%+481+20.5%AddedHolders
Q2 20232,345$821.5K<0.1%+192+8.9%AddedHolders
Q1 20232,153$701.4K<0.1%+312+16.9%AddedHolders
Q4 20221,841$618.8K<0.1%−392−17.6%ReducedHolders
Q3 20222,233$618.0K<0.1%−3,819−63.1%ReducedHolders
Q2 20226,052$1.46M0.1%+4,051+202.4%AddedHolders
Q1 20222,001$595.0K<0.1%+2,001NewHolders