ET
PRM icon

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
Q3 		$39.7M Sell
1,508,866
-74,837
-5% -$2.42M 1.67% 12
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

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Enclave Advisors
Enclave Advisors Austin, Texas $793M AUM 15.91% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Equitable Trust's PRM Position: Q3 2026 in Review

Equitable Trust reduced its Perimeter Solutions (PRM) stake by 4.7% in Q3 2026, selling an estimated $2.42M and leaving 1,508,866 shares worth $39.7M. The position accounts for 1.67% of the portfolio, ranked #12.

Equitable Trust first reported a position in PRM in Q3 2022 and has held it in 17 quarters since. The position peaked at $56.5M in Q2 2026. 27 funds tracked by Wall St. Rank hold PRM as of Q3 2026.

  • Equitable Trust held 1,508,866 shares of Perimeter Solutions worth $39.7M as of Q3 2026.
  • Equitable Trust sold 74,837 Perimeter Solutions shares in Q3 2026, an estimated $2.42M.
  • Perimeter Solutions made up 1.67% of Equitable Trust's portfolio in Q3 2026, its #12 holding.
  • Equitable Trust first reported a position in Perimeter Solutions in Q3 2022 and has held it in 17 quarters since.
  • Equitable Trust's Perimeter Solutions position peaked at $56.5M in Q2 2026.
  • 27 funds tracked by Wall St. Rank held Perimeter Solutions as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.