Gitterman Wealth Management’s Perimeter Solutions PRM Stock Holding History

Gitterman Wealth Management’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
2025 Q3	$232K	Sell	10,344 -2,739	-21%	-$51.9K	0.05%	115
2025 Q2	$182K	Buy	13,083 +316	+2%	+$3.65K	0.04%	163
2025 Q1	$129K	Sell	12,767 -3,622	-22%	-$40.6K	0.03%	128
2024 Q4	$209K	Sell	16,389 -1,966	-11%	-$25.7K	0.09%	111
2024 Q3	$247K	Buy	18,355 +738	+4%	+$7.64K	0.1%	86
2024 Q2	$138K	Sell	17,617 -5,745	-25%	-$42.9K	0.05%	108
2024 Q1	$173K	Buy	23,362 +3,195	+16%	+$17.2K	0.07%	96
2023 Q4	$92.8K	Buy	20,167 +2,057	+11%	+$7.9K	0.04%	88
2023 Q3	$82.2K	Buy	18,110 +6,343	+54%	+$35.4K	0.04%	81
2023 Q2	$72.4K	Sell	11,767 -262	-2%	-$1.75K	0.03%	82
2023 Q1	$97.2K	Buy	+12,029	New	+$104K	0.05%	83

Other funds holding PRM

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Gitterman Wealth Management's PRM Position: Q3 2025 in Review

Gitterman Wealth Management reduced its Perimeter Solutions (PRM) stake by 21% in Q3 2025, selling an estimated $51.9K and leaving 10,344 shares worth $232K. The position accounts for 0.05% of the portfolio, ranked #115.

Gitterman Wealth Management first reported a position in PRM in Q1 2023 and has held it in 11 quarters since. The position peaked at $247K in Q3 2024. 237 funds tracked by Wall St. Rank hold PRM as of Q3 2025.

Gitterman Wealth Management held 10,344 shares of Perimeter Solutions worth $232K as of Q3 2025.
Gitterman Wealth Management sold 2,739 Perimeter Solutions shares in Q3 2025, an estimated $51.9K.
Perimeter Solutions made up 0.05% of Gitterman Wealth Management's portfolio in Q3 2025, its #115 holding.
Gitterman Wealth Management first reported a position in Perimeter Solutions in Q1 2023 and has held it in 11 quarters since.
Gitterman Wealth Management's Perimeter Solutions position peaked at $247K in Q3 2024.
237 funds tracked by Wall St. Rank held Perimeter Solutions as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.