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Steward Partners Investment Advisory’s Perimeter Solutions PRM Stock Holding History

Steward Partners Investment Advisory’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 		$205K Sell
5,748
-4,686
-45% -$146K ﹤0.01% 2217
2026
Q1 		$255K Buy
10,434
+150
+1% +$3.83K ﹤0.01% 1898
2025
Q4 		$283K Buy
10,284
+356
+4% +$8.99K ﹤0.01% 1742
2025
Q3 		$222K Buy
9,928
+5,961
+150% +$113K ﹤0.01% 1817
2025
Q2 		$55.2K Sell
3,967
-350
-8% -$4.04K ﹤0.01% 2428
2025
Q1 		$43.5K Sell
4,317
-4
-0.1% -$45 ﹤0.01% 2457
2024
Q4 		$55.2K Sell
4,321
-418
-9% -$5.46K ﹤0.01% 2284
2024
Q3 		$63.7K Buy
4,739
+4,326
+1,047% +$44.8K ﹤0.01% 2116
2024
Q2 		$3.23K Buy
413
+20
+5% +$149 ﹤0.01% 3170
2024
Q1 		$2.92K Buy
+393
New +$2.12K ﹤0.01% 3208
2022
Q4 		– Sell
-265
Closed -$2K – 3435
2022
Q3 		$2K Sell
265
-196
-43% -$2.02K ﹤0.01% 3053
2022
Q2 		$5K Sell
461
-543
-54% -$5.79K ﹤0.01% 2778
2022
Q1 		$12K Buy
+1,004
New +$12.6K ﹤0.01% 2595

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

Steward Partners Investment Advisory's PRM Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Perimeter Solutions (PRM) stake by 45% in Q2 2026, selling an estimated $146K and leaving 5,748 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #2217.

Steward Partners Investment Advisory first reported a position in PRM in Q1 2022 and has held it in 13 quarters since. The position peaked at $283K in Q4 2025. 310 funds tracked by Wall St. Rank hold PRM as of Q2 2026.

  • Steward Partners Investment Advisory held 5,748 shares of Perimeter Solutions worth $205K as of Q2 2026.
  • Steward Partners Investment Advisory sold 4,686 Perimeter Solutions shares in Q2 2026, an estimated $146K.
  • Perimeter Solutions made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2217 holding.
  • Steward Partners Investment Advisory first reported a position in Perimeter Solutions in Q1 2022 and has held it in 13 quarters since.
  • Steward Partners Investment Advisory's Perimeter Solutions position peaked at $283K in Q4 2025.
  • 310 funds tracked by Wall St. Rank held Perimeter Solutions as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.