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Clearstead Advisors’s Perimeter Solutions PRM Stock Holding History

Clearstead Advisors’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 		$215K Buy
6,038
+3,952
+189% +$123K ﹤0.01% 1042
2026
Q1 		$50.9K Buy
2,086
+1,622
+350% +$41.4K ﹤0.01% 1279
2025
Q4 		$12.8K Buy
464
+422
+1,005% +$10.7K ﹤0.01% 1829
2025
Q3 		$941 Sell
42
-339
-89% -$6.42K ﹤0.01% 2630
2025
Q2 		$5.3K Buy
381
+169
+80% +$1.95K ﹤0.01% 2093
2025
Q1 		$2.13K Buy
+212
New +$2.38K ﹤0.01% 1891

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

Clearstead Advisors's PRM Position: Q2 2026 in Review

Clearstead Advisors increased its Perimeter Solutions (PRM) stake by 189% in Q2 2026, buying an estimated $123K and bringing the position to 6,038 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #1042.

Clearstead Advisors first reported a position in PRM in Q1 2025 and has held it in 6 quarters since. 311 funds tracked by Wall St. Rank hold PRM as of Q2 2026.

  • Clearstead Advisors held 6,038 shares of Perimeter Solutions worth $215K as of Q2 2026.
  • Clearstead Advisors bought 3,952 Perimeter Solutions shares in Q2 2026, an estimated $123K.
  • Perimeter Solutions made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1042 holding.
  • Clearstead Advisors first reported a position in Perimeter Solutions in Q1 2025 and has held it in 6 quarters since.
  • 311 funds tracked by Wall St. Rank held Perimeter Solutions as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.