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
Q2 		$2.17M Buy
60,981
+12,500
+26% +$390K ﹤0.01% 2021
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 $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

Creative Planning's PRM Position: Q2 2026 in Review

Creative Planning increased its Perimeter Solutions (PRM) stake by 26% in Q2 2026, buying an estimated $390K and bringing the position to 60,981 shares worth $2.17M. The position accounts for ﹤0.01% of the portfolio, ranked #2021.

Creative Planning first reported a position in PRM in Q3 2023 and has held it in 12 quarters since. 311 funds tracked by Wall St. Rank hold PRM as of Q2 2026.

  • Creative Planning held 60,981 shares of Perimeter Solutions worth $2.17M as of Q2 2026.
  • Creative Planning bought 12,500 Perimeter Solutions shares in Q2 2026, an estimated $390K.
  • Perimeter Solutions made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2021 holding.
  • Creative Planning first reported a position in Perimeter Solutions in Q3 2023 and has held it in 12 quarters since.
  • 311 funds tracked by Wall St. Rank held Perimeter Solutions as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.