EWA
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EverSource Wealth Advisors’s Perimeter Solutions PRM Stock Holding History

EverSource Wealth Advisors’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 		$27K Sell
758
-1,537
-67% -$48K ﹤0.01% 2219
2026
Q1 		$56K Buy
2,295
+383
+20% +$9.77K ﹤0.01% 1804
2025
Q4 		$52.6K Sell
1,912
-1,217
-39% -$30.7K ﹤0.01% 1711
2025
Q3 		$70.1K Buy
3,129
+119
+4% +$2.25K ﹤0.01% 1470
2025
Q2 		$41.9K Buy
+3,010
New +$34.7K ﹤0.01% 1735
2025
Q1 		– Sell
-48
Closed -$613 – 4148
2024
Q4 		$613 Buy
+48
New +$627 ﹤0.01% 3119
2024
Q1 		– Sell
-218
Closed -$1K – 2968
2023
Q4 		$1K Buy
+218
New +$837 ﹤0.01% 2402

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

EverSource Wealth Advisors's PRM Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Perimeter Solutions (PRM) stake by 67% in Q2 2026, selling an estimated $48K and leaving 758 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #2219.

EverSource Wealth Advisors first reported a position in PRM in Q4 2023 and has held it in 7 quarters since. The position peaked at $70.1K in Q3 2025. 310 funds tracked by Wall St. Rank hold PRM as of Q2 2026.

  • EverSource Wealth Advisors held 758 shares of Perimeter Solutions worth $27K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,537 Perimeter Solutions shares in Q2 2026, an estimated $48K.
  • Perimeter Solutions made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2219 holding.
  • EverSource Wealth Advisors first reported a position in Perimeter Solutions in Q4 2023 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's Perimeter Solutions position peaked at $70.1K in Q3 2025.
  • 310 funds tracked by Wall St. Rank held Perimeter Solutions as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.