Guardian Wealth Management (Illinois)’s Perimeter Solutions PRM Stock Holding History

Guardian Wealth Management (Illinois)’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 Q2	–	Sell	-1,187	Closed	-$12K	–	160
2025 Q1	$12K	Buy	+1,187	New	+$13.3K	0.01%	152
2024 Q4	–	Sell	-855	Closed	-$11.5K	–	239
2024 Q3	$11.5K	Hold	855	–	–	0.01%	165
2024 Q2	$6.7K	Hold	855	–	–	0.01%	181
2024 Q1	$6.34K	Hold	855	–	–	﹤0.01%	183
2023 Q4	$3.93K	Hold	855	–	–	﹤0.01%	199
2023 Q3	$3.88K	Hold	855	–	–	﹤0.01%	186
2023 Q2	$5.26K	Hold	855	–	–	﹤0.01%	180
2023 Q1	$6.91K	Buy	+855	New	+$7.37K	0.01%	181
2022 Q1	–	Sell	-516	Closed	-$7K	–	235
2021 Q4	$7K	Buy	+516	New	+$6.52K	0.01%	180

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

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

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

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

BBHC

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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

Guardian Wealth Management (Illinois)'s PRM Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of Perimeter Solutions (PRM) in Q2 2025, closing a stake of 1,187 shares — an estimated $12K sold.

Guardian Wealth Management (Illinois) first reported a position in PRM in Q4 2021 and held it in 9 quarters. The position peaked at $12K in Q1 2025. 210 funds tracked by Wall St. Rank hold PRM as of Q2 2025.

Guardian Wealth Management (Illinois) reported no remaining Perimeter Solutions position as of Q2 2025 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 1,187 Perimeter Solutions shares in Q2 2025, an estimated $12K.
Guardian Wealth Management (Illinois) first reported a position in Perimeter Solutions in Q4 2021 and held it in 9 quarters.
Guardian Wealth Management (Illinois)'s Perimeter Solutions position peaked at $12K in Q1 2025.
210 funds tracked by Wall St. Rank held Perimeter Solutions as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.