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Cassaday & Co Wealth Management’s Perimeter Solutions PRM Stock Holding History

Cassaday & Co 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 		– Sell
-19
Closed -$464 – 1411
2026
Q1 		$464 Buy
+19
New +$485 ﹤0.01% 1198

Other funds holding PRM

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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

Cassaday & Co Wealth Management's PRM Position: Q2 2026 in Review

Cassaday & Co Wealth Management sold out of Perimeter Solutions (PRM) in Q2 2026, closing a stake of 19 shares — an estimated $464 sold.

Cassaday & Co Wealth Management first reported a position in PRM in Q1 2026 and held it in 1 quarter. The position peaked at $464 in Q1 2026. 311 funds tracked by Wall St. Rank hold PRM as of Q2 2026.

  • Cassaday & Co Wealth Management reported no remaining Perimeter Solutions position as of Q2 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 19 Perimeter Solutions shares in Q2 2026, an estimated $464.
  • Cassaday & Co Wealth Management first reported a position in Perimeter Solutions in Q1 2026 and held it in 1 quarter.
  • Cassaday & Co Wealth Management's Perimeter Solutions position peaked at $464 in Q1 2026.
  • 311 funds tracked by Wall St. Rank held Perimeter Solutions as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.