Perpetual Ltd
TEX icon

Perpetual Ltd’s Terex TEX Stock Holding History

Perpetual Ltd’s Portfolio TEX Stock Details TEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$564K Sell
10,716
-210
-2% -$13.4K 0.01% 294
2026
Q2 		$791K Hold
10,926
– – 0.01% 255
2026
Q1 		$646K Buy
+10,926
New +$677K 0.01% 277

Other funds holding TEX

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Penn Capital Management
Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return
Curated Wealth Partners
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return
Wilson Asset Management
Wilson Asset Management Sydney, Australia $350M AUM 3.6% 1-Year Est. Return

Perpetual Ltd's TEX Position: Q3 2026 in Review

Perpetual Ltd reduced its Terex (TEX) stake by 1.9% in Q3 2026, selling an estimated $13.4K and leaving 10,716 shares worth $564K. The position accounts for 0.01% of the portfolio, ranked #294.

Perpetual Ltd first reported a position in TEX in Q1 2026 and has held it in 3 quarters since. The position peaked at $791K in Q2 2026. 144 funds tracked by Wall St. Rank hold TEX as of Q3 2026.

  • Perpetual Ltd held 10,716 shares of Terex worth $564K as of Q3 2026.
  • Perpetual Ltd sold 210 Terex shares in Q3 2026, an estimated $13.4K.
  • Terex made up 0.01% of Perpetual Ltd's portfolio in Q3 2026, its #294 holding.
  • Perpetual Ltd first reported a position in Terex in Q1 2026 and has held it in 3 quarters since.
  • Perpetual Ltd's Terex position peaked at $791K in Q2 2026.
  • 144 funds tracked by Wall St. Rank held Terex as of Q3 2026.

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