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 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

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return