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HB Wealth Management’s Perimeter Solutions PRM Stock Holding History

HB 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
2026
Q2 		$1.6M Sell
44,900
-5,975
-12% -$187K 0.01% 546
2026
Q1 		$1.24M Buy
50,875
+42,713
+523% +$1.09M 0.01% 587
2025
Q4 		$225K Buy
+8,162
New +$206K ﹤0.01% 1281

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 $3.38T AUM 44.17% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

HB Wealth Management's PRM Position: Q2 2026 in Review

HB Wealth Management reduced its Perimeter Solutions (PRM) stake by 12% in Q2 2026, selling an estimated $187K and leaving 44,900 shares worth $1.6M. The position accounts for 0.01% of the portfolio, ranked #546.

HB Wealth Management first reported a position in PRM in Q4 2025 and has held it in 3 quarters since. 310 funds tracked by Wall St. Rank hold PRM as of Q2 2026.

  • HB Wealth Management held 44,900 shares of Perimeter Solutions worth $1.6M as of Q2 2026.
  • HB Wealth Management sold 5,975 Perimeter Solutions shares in Q2 2026, an estimated $187K.
  • Perimeter Solutions made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #546 holding.
  • HB Wealth Management first reported a position in Perimeter Solutions in Q4 2025 and has held it in 3 quarters since.
  • 310 funds tracked by Wall St. Rank held Perimeter Solutions as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.