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Raffa Wealth Management’s Perimeter Solutions PRM Stock Holding History

Raffa 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 		– Sell
-1
Closed -$24 – 1662
2026
Q1 		$24 Buy
+1
New +$26 ﹤0.01% 1477
2024
Q3 		– Sell
-614
Closed -$4.81K – 1149
2024
Q2 		$4.81K Hold
614
– – ﹤0.01% 542
2024
Q1 		$4.56K Buy
+614
New +$3.3K ﹤0.01% 523

Other funds holding PRM

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Raffa Wealth Management sold out of Perimeter Solutions (PRM) in Q2 2026, closing a stake of 1 share — an estimated $24 sold.

Raffa Wealth Management first reported a position in PRM in Q1 2024 and held it in 3 quarters. The position peaked at $4.81K in Q2 2024. 291 funds tracked by Wall St. Rank hold PRM as of Q2 2026.

  • Raffa Wealth Management reported no remaining Perimeter Solutions position as of Q2 2026 after selling out during the quarter.
  • Raffa Wealth Management sold 1 Perimeter Solutions share in Q2 2026, an estimated $24.
  • Raffa Wealth Management first reported a position in Perimeter Solutions in Q1 2024 and held it in 3 quarters.
  • Raffa Wealth Management's Perimeter Solutions position peaked at $4.81K in Q2 2024.
  • 291 funds tracked by Wall St. Rank held Perimeter Solutions as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.