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Physician Wealth Advisors’s Perimeter Solutions PRM Stock Holding History

Physician 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
Q1 		– Sell
-11
Closed -$303 – 2200
2025
Q4 		$303 Buy
+11
New +$278 ﹤0.01% 1981

Other funds holding PRM

WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Physician Wealth Advisors's PRM Position: Q1 2026 in Review

Physician Wealth Advisors sold out of Perimeter Solutions (PRM) in Q1 2026, closing a stake of 11 shares — an estimated $303 sold.

Physician Wealth Advisors first reported a position in PRM in Q4 2025 and held it in 1 quarter. The position peaked at $303 in Q4 2025. 291 funds tracked by Wall St. Rank hold PRM as of Q1 2026.

  • Physician Wealth Advisors reported no remaining Perimeter Solutions position as of Q1 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 11 Perimeter Solutions shares in Q1 2026, an estimated $303.
  • Physician Wealth Advisors first reported a position in Perimeter Solutions in Q4 2025 and held it in 1 quarter.
  • Physician Wealth Advisors's Perimeter Solutions position peaked at $303 in Q4 2025.
  • 291 funds tracked by Wall St. Rank held Perimeter Solutions as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.