TWD
PRM icon

True Wealth Design’s Perimeter Solutions PRM Stock Holding History

True Wealth Design’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
-57
Closed -$1.39K – 2841
2026
Q1 		$1.39K Buy
57
+53
+1,325% +$1.35K ﹤0.01% 1685
2025
Q4 		$111 Hold
4
– – ﹤0.01% 2320
2025
Q3 		$90 Hold
4
– – ﹤0.01% 2467
2025
Q2 		$56 Buy
+4
New +$46 ﹤0.01% 2359
2025
Q1 		– Sell
-108
Closed -$1.38K – 2678
2024
Q4 		$1.38K Buy
108
+3
+3% +$39 ﹤0.01% 835
2024
Q3 		$1.41K Buy
+105
New +$1.09K ﹤0.01% 882

Other funds holding PRM

DKCM
Davidson Kahn Capital Management Sherman Oaks, California $233M AUM 19.14% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

True Wealth Design's PRM Position: Q2 2026 in Review

True Wealth Design sold out of Perimeter Solutions (PRM) in Q2 2026, closing a stake of 57 shares — an estimated $1.39K sold.

True Wealth Design first reported a position in PRM in Q3 2024 and held it in 6 quarters. The position peaked at $1.41K in Q3 2024. 23 funds tracked by Wall St. Rank hold PRM as of Q2 2026.

  • True Wealth Design reported no remaining Perimeter Solutions position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 57 Perimeter Solutions shares in Q2 2026, an estimated $1.39K.
  • True Wealth Design first reported a position in Perimeter Solutions in Q3 2024 and held it in 6 quarters.
  • True Wealth Design's Perimeter Solutions position peaked at $1.41K in Q3 2024.
  • 23 funds tracked by Wall St. Rank held Perimeter Solutions as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.