Perpetual Ltd’s Gartner IT Stock Holding History

Perpetual Ltd’s Portfolio IT Stock Details IT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$631K	Buy	3,383 +227	+7%	+$38.7K	0.01%	278
2026 Q2	$409K	Buy	+3,156	New	+$475K	0.01%	364
2025 Q2	–	Sell	-1,662	Closed	-$698K	–	438
2025 Q1	$698K	Sell	1,662 -189	-10%	-$93.1K	0.01%	284
2024 Q4	$897K	Sell	1,851 -34	-2%	-$17.5K	0.01%	254
2024 Q3	$955K	Buy	1,885 +132	+8%	+$63.5K	0.01%	264
2024 Q2	$787K	Buy	1,753 +11	+0.6%	+$4.89K	0.01%	293
2024 Q1	$830K	Sell	1,742 -25	-1%	-$11.5K	0.01%	300
2023 Q4	$797K	Sell	1,767 -180	-9%	-$71.9K	0.01%	302
2023 Q3	$669K	Sell	1,947 -2,231	-53%	-$778K	0.01%	325
2023 Q2	$1.46M	Buy	4,178 +1,316	+46%	+$429K	0.01%	274
2023 Q1	$932K	Buy	+2,862	New	+$946K	0.01%	337
2020 Q3	$2.46M	Hold	19,651	–	–	0.18%	152
2020 Q2	$2.38M	Hold	19,651	–	–	0.22%	106
2020 Q1	$1.96M	Buy	+19,651	New	+$2.69M	0.28%	120
2017 Q3	–	Sell	-26,332	Closed	-$3.25M	–	213
2017 Q2	$3.25M	Buy	+26,332	New	+$3.06M	0.25%	110
2016 Q4	–	Sell	-23,841	Closed	-$2.11M	–	174
2016 Q3	$2.11M	Buy	+23,841	New	+$2.24M	0.17%	129

Other funds holding IT

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Triad Investment Management Newport Beach, California $75.4M AUM 4% 1-Year Est. Return

Crown Oak Advisors Piedmont, California $212M AUM 8.83% 1-Year Est. Return

Perpetual Ltd's IT Position: Q3 2026 in Review

Perpetual Ltd increased its Gartner (IT) stake by 7.2% in Q3 2026, buying an estimated $38.7K and bringing the position to 3,383 shares worth $631K. The position accounts for 0.01% of the portfolio, ranked #278.

Perpetual Ltd first reported a position in IT in Q3 2016 and has held it in 16 quarters since. The position peaked at $3.25M in Q2 2017. 177 funds tracked by Wall St. Rank hold IT as of Q3 2026.

Perpetual Ltd held 3,383 shares of Gartner worth $631K as of Q3 2026.
Perpetual Ltd bought 227 Gartner shares in Q3 2026, an estimated $38.7K.
Gartner made up 0.01% of Perpetual Ltd's portfolio in Q3 2026, its #278 holding.
Perpetual Ltd first reported a position in Gartner in Q3 2016 and has held it in 16 quarters since.
Perpetual Ltd's Gartner position peaked at $3.25M in Q2 2017.
177 funds tracked by Wall St. Rank held Gartner as of Q3 2026.

Based on Perpetual Ltd's 13F filing for Q3 2026, filed 13 Oct 2026.