AWM
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Aprio Wealth Management’s Perimeter Solutions PRM Stock Holding History

Aprio Wealth Management’s Portfolio PRM Stock Details PRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$729K Sell
20,456
-2,451
-11% -$76.6K 0.04% 297
2026
Q1 		$559K Hold
22,907
– – 0.03% 320
2025
Q4 		$631K Buy
22,907
+1,457
+7% +$36.8K 0.04% 274
2025
Q3 		$480K Hold
21,450
– – 0.05% 226
2025
Q2 		$299K Hold
21,450
– – 0.03% 288
2025
Q1 		$216K Hold
21,450
– – 0.03% 345
2024
Q4 		$274K Hold
21,450
– – 0.04% 232
2024
Q3 		$289K Hold
21,450
– – 0.05% 205
2024
Q2 		$168K Hold
21,450
– – 0.03% 245
2024
Q1 		$159K Hold
21,450
– – 0.03% 232
2023
Q4 		$98.7K Buy
21,450
+6,098
+40% +$23.4K 0.02% 197
2023
Q3 		$69.7K Buy
15,352
+5,249
+52% +$29.3K 0.02% 176
2023
Q2 		$62.1K Buy
+10,103
New +$67.7K 0.02% 151

Other funds holding PRM

WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

Aprio Wealth Management's PRM Position: Q2 2026 in Review

Aprio Wealth Management reduced its Perimeter Solutions (PRM) stake by 11% in Q2 2026, selling an estimated $76.6K and leaving 20,456 shares worth $729K. The position accounts for 0.04% of the portfolio, ranked #297.

Aprio Wealth Management first reported a position in PRM in Q2 2023 and has held it in 13 quarters since. 310 funds tracked by Wall St. Rank hold PRM as of Q2 2026.

  • Aprio Wealth Management held 20,456 shares of Perimeter Solutions worth $729K as of Q2 2026.
  • Aprio Wealth Management sold 2,451 Perimeter Solutions shares in Q2 2026, an estimated $76.6K.
  • Perimeter Solutions made up 0.04% of Aprio Wealth Management's portfolio in Q2 2026, its #297 holding.
  • Aprio Wealth Management first reported a position in Perimeter Solutions in Q2 2023 and has held it in 13 quarters since.
  • 310 funds tracked by Wall St. Rank held Perimeter Solutions as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.