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Equitable Trust’s Perimeter Solutions PRM Stock Holding History

Equitable 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
2026
Q2 		$56.5M Sell
1,583,703
-69,484
-4% -$2.17M 2.36% 6
2026
Q1 		$40.4M Sell
1,653,187
-262,823
-14% -$6.71M 1.86% 10
2025
Q4 		$52.7M Sell
1,916,010
-145,705
-7% -$3.68M 2.36% 7
2025
Q3 		$46.2M Sell
2,061,715
-191,626
-9% -$3.63M 2.12% 10
2025
Q2 		$31.4M Buy
2,253,341
+116,220
+5% +$1.34M 1.56% 11
2025
Q1 		$21.5M Buy
2,137,121
+302,774
+17% +$3.4M 1.19% 16
2024
Q4 		$23.4M Sell
1,834,347
-211,705
-10% -$2.76M 1.31% 14
2024
Q3 		$27.5M Sell
2,046,052
-59,299
-3% -$614K 1.77% 11
2024
Q2 		$16.5M Sell
2,105,351
-12,492
-0.6% -$93.3K 1.13% 20
2024
Q1 		$15.7M Buy
2,117,843
+200,632
+10% +$1.08M 1.09% 22
2023
Q4 		$8.82M Buy
1,917,211
+399,409
+26% +$1.53M 0.66% 31
2023
Q3 		$6.89M Sell
1,517,802
-192,726
-11% -$1.07M 0.57% 38
2023
Q2 		$10.5M Sell
1,710,528
-288,954
-14% -$1.94M 0.8% 29
2023
Q1 		$16.2M Sell
1,999,482
-194,304
-9% -$1.67M 1.27% 19
2022
Q4 		$20.1M Buy
2,193,786
+127,723
+6% +$1.12M 1.58% 15
2022
Q3 		$16.5M Buy
+2,066,063
New +$21.3M 1.38% 21

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

Equitable Trust's PRM Position: Q2 2026 in Review

Equitable Trust reduced its Perimeter Solutions (PRM) stake by 4.2% in Q2 2026, selling an estimated $2.17M and leaving 1,583,703 shares worth $56.5M. The position accounts for 2.36% of the portfolio, ranked #6.

Equitable Trust first reported a position in PRM in Q3 2022 and has held it in 16 quarters since. 310 funds tracked by Wall St. Rank hold PRM as of Q2 2026.

  • Equitable Trust held 1,583,703 shares of Perimeter Solutions worth $56.5M as of Q2 2026.
  • Equitable Trust sold 69,484 Perimeter Solutions shares in Q2 2026, an estimated $2.17M.
  • Perimeter Solutions made up 2.36% of Equitable Trust's portfolio in Q2 2026, its #6 holding.
  • Equitable Trust first reported a position in Perimeter Solutions in Q3 2022 and has held it in 16 quarters since.
  • 310 funds tracked by Wall St. Rank held Perimeter Solutions as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.