AWE
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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
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

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

Avidian Wealth Enterprises's PRM Position: Q2 2026 in Review

Avidian Wealth Enterprises held its Perimeter Solutions (PRM) position steady in Q2 2026 at 14,694 shares worth $524K. The position accounts for 0.01% of the portfolio, ranked #466.

Avidian Wealth Enterprises first reported a position in PRM in Q2 2025 and has held it in 5 quarters since. 311 funds tracked by Wall St. Rank hold PRM as of Q2 2026.

  • Avidian Wealth Enterprises held 14,694 shares of Perimeter Solutions worth $524K as of Q2 2026.
  • Avidian Wealth Enterprises left its Perimeter Solutions share count unchanged in Q2 2026.
  • Perimeter Solutions made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #466 holding.
  • Avidian Wealth Enterprises first reported a position in Perimeter Solutions in Q2 2025 and has held it in 5 quarters since.
  • 311 funds tracked by Wall St. Rank held Perimeter Solutions as of Q2 2026.

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