Corient Private Wealth’s Perimeter Solutions PRM Stock Holding History

Corient Private Wealth’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	$42.2M	Sell	1,183,896 -717,082	-38%	-$22.4M	0.06%	274
2026 Q1	$46.4M	Sell	1,900,978 -133,527	-7%	-$3.41M	0.07%	248
2025 Q4	$55.9M	Sell	2,034,505 -437,113	-18%	-$11M	0.08%	220
2025 Q3	$55.3M	Sell	2,471,618 -840,390	-25%	-$15.9M	0.09%	215
2025 Q2	$46.1M	Sell	3,312,008 -112,105	-3%	-$1.29M	0.06%	243
2025 Q1	$34.5M	Buy	3,424,113 +154,914	+5%	+$1.74M	0.06%	289
2024 Q4	$41.8M	Buy	+3,269,199	New	+$42.7M	0.07%	253
2023 Q3	–	Sell	-477,910	Closed	-$2.94M	–	2215
2023 Q2	$2.94M	Buy	+477,910	New	+$3.2M	0.01%	783

Other funds holding PRM

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jupiter Topco New York $245B AUM

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

Corient Private Wealth's PRM Position: Q2 2026 in Review

Corient Private Wealth reduced its Perimeter Solutions (PRM) stake by 38% in Q2 2026, selling an estimated $22.4M and leaving 1,183,896 shares worth $42.2M. The position accounts for 0.06% of the portfolio, ranked #274.

Corient Private Wealth first reported a position in PRM in Q2 2023 and has held it in 8 quarters since. The position peaked at $55.9M in Q4 2025. 309 funds tracked by Wall St. Rank hold PRM as of Q2 2026.

Corient Private Wealth held 1,183,896 shares of Perimeter Solutions worth $42.2M as of Q2 2026.
Corient Private Wealth sold 717,082 Perimeter Solutions shares in Q2 2026, an estimated $22.4M.
Perimeter Solutions made up 0.06% of Corient Private Wealth's portfolio in Q2 2026, its #274 holding.
Corient Private Wealth first reported a position in Perimeter Solutions in Q2 2023 and has held it in 8 quarters since.
Corient Private Wealth's Perimeter Solutions position peaked at $55.9M in Q4 2025.
309 funds tracked by Wall St. Rank held Perimeter Solutions as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.