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Clearstead Trust’s Perimeter Solutions PRM Stock Holding History

Clearstead Trust’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
2025
Q4 		– Sell
-203
Closed -$4.55K – 1408
2025
Q3 		$4.55K Hold
203
– – ﹤0.01% 788
2025
Q2 		$2.83K Buy
+203
New +$2.34K ﹤0.01% 869

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Clearstead Trust's PRM Position: Q4 2025 in Review

Clearstead Trust sold out of Perimeter Solutions (PRM) in Q4 2025, closing a stake of 203 shares — an estimated $4.55K sold.

Clearstead Trust first reported a position in PRM in Q2 2025 and held it in 2 quarters. The position peaked at $4.55K in Q3 2025. 285 funds tracked by Wall St. Rank hold PRM as of Q4 2025.

  • Clearstead Trust reported no remaining Perimeter Solutions position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 203 Perimeter Solutions shares in Q4 2025, an estimated $4.55K.
  • Clearstead Trust first reported a position in Perimeter Solutions in Q2 2025 and held it in 2 quarters.
  • Clearstead Trust's Perimeter Solutions position peaked at $4.55K in Q3 2025.
  • 285 funds tracked by Wall St. Rank held Perimeter Solutions as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.