Creative Planning
PRM icon

Creative Planning’s Perimeter Solutions PRM Stock Holding History

Creative Planning’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
Q1 		$1.18M Sell
48,481
-15,013
-24% -$383K ﹤0.01% 2324
2025
Q4 		$1.75M Buy
63,494
+21,482
+51% +$543K ﹤0.01% 1830
2025
Q3 		$941K Buy
42,012
+5,960
+17% +$113K ﹤0.01% 2166
2025
Q2 		$502K Sell
36,052
-4,520
-11% -$52.2K ﹤0.01% 2472
2025
Q1 		$409K Buy
40,572
+1,929
+5% +$21.6K ﹤0.01% 2484
2024
Q4 		$494K Buy
38,643
+4,200
+12% +$54.9K ﹤0.01% 2235
2024
Q3 		$463K Buy
34,443
+7,006
+26% +$72.6K ﹤0.01% 2175
2024
Q2 		$215K Buy
27,437
+3,409
+14% +$25.5K ﹤0.01% 2626
2024
Q1 		$178K Buy
24,028
+5,688
+31% +$30.6K ﹤0.01% 2601
2023
Q4 		$84.4K Buy
18,340
+1,445
+9% +$5.55K ﹤0.01% 2590
2023
Q3 		$76.7K Buy
+16,895
New +$94.2K ﹤0.01% 2427

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 $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 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