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Mark Sheptoff Financial Planning’s Perimeter Solutions PRM Stock Holding History

Mark Sheptoff Financial Planning’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 		– Sell
-250
Closed -$7.54K – 533
2026
Q1 		$7.54K Hold
250
– – ﹤0.01% 377
2025
Q4 		$6.88K Buy
+250
New +$6.32K ﹤0.01% 389

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

Mark Sheptoff Financial Planning's PRM Position: Q2 2026 in Review

Mark Sheptoff Financial Planning sold out of Perimeter Solutions (PRM) in Q2 2026, closing a stake of 250 shares — an estimated $7.54K sold.

Mark Sheptoff Financial Planning first reported a position in PRM in Q4 2025 and held it in 2 quarters. The position peaked at $7.54K in Q1 2026. 310 funds tracked by Wall St. Rank hold PRM as of Q2 2026.

  • Mark Sheptoff Financial Planning reported no remaining Perimeter Solutions position as of Q2 2026 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 250 Perimeter Solutions shares in Q2 2026, an estimated $7.54K.
  • Mark Sheptoff Financial Planning first reported a position in Perimeter Solutions in Q4 2025 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's Perimeter Solutions position peaked at $7.54K in Q1 2026.
  • 310 funds tracked by Wall St. Rank held Perimeter Solutions as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.