Avidian Wealth Enterprises’s Perimeter Solutions PRM Stock Holding History

Avidian Wealth Enterprises’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 Q3	$388K	Buy	14,725 +31	+0.2%	+$1K	0.01%	545
2026 Q2	$524K	Hold	14,694	–	–	0.01%	466
2026 Q1	$359K	Sell	14,694 -17	-0.1%	-$434	0.01%	509
2025 Q4	$405K	Hold	14,711	–	–	0.01%	418
2025 Q3	$329K	Buy	14,711 +49	+0.3%	+$928	0.01%	452
2025 Q2	$204K	Buy	+14,662	New	+$169K	0.01%	531

Other funds holding PRM

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Enclave Advisors Austin, Texas $793M AUM 15.9% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Avidian Wealth Enterprises's PRM Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Perimeter Solutions (PRM) stake by 0.21% in Q3 2026, buying an estimated $1K and bringing the position to 14,725 shares worth $388K. The position accounts for 0.01% of the portfolio, ranked #545.

Avidian Wealth Enterprises first reported a position in PRM in Q2 2025 and has held it in 6 quarters since. The position peaked at $524K in Q2 2026. 36 funds tracked by Wall St. Rank hold PRM as of Q3 2026.

Avidian Wealth Enterprises held 14,725 shares of Perimeter Solutions worth $388K as of Q3 2026.
Avidian Wealth Enterprises bought 31 Perimeter Solutions shares in Q3 2026, an estimated $1K.
Perimeter Solutions made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #545 holding.
Avidian Wealth Enterprises first reported a position in Perimeter Solutions in Q2 2025 and has held it in 6 quarters since.
Avidian Wealth Enterprises's Perimeter Solutions position peaked at $524K in Q2 2026.
36 funds tracked by Wall St. Rank held Perimeter Solutions as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.