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
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 $9.34B AUM 17.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aprio Wealth Management's PRM Position: Q1 2026 in Review

Aprio Wealth Management held its Perimeter Solutions (PRM) position steady in Q1 2026 at 22,907 shares worth $559K. The position accounts for 0.03% of the portfolio, ranked #320.

Aprio Wealth Management first reported a position in PRM in Q2 2023 and has held it in 12 quarters since. The position peaked at $631K in Q4 2025. 291 funds tracked by Wall St. Rank hold PRM as of Q1 2026.

  • Aprio Wealth Management held 22,907 shares of Perimeter Solutions worth $559K as of Q1 2026.
  • Aprio Wealth Management left its Perimeter Solutions share count unchanged in Q1 2026.
  • Perimeter Solutions made up 0.03% of Aprio Wealth Management's portfolio in Q1 2026, its #320 holding.
  • Aprio Wealth Management first reported a position in Perimeter Solutions in Q2 2023 and has held it in 12 quarters since.
  • Aprio Wealth Management's Perimeter Solutions position peaked at $631K in Q4 2025.
  • 291 funds tracked by Wall St. Rank held Perimeter Solutions as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.