Wealth Enhancement Advisory Services
PRM icon

Wealth Enhancement Advisory Services’s Perimeter Solutions PRM Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$97.3K Buy
21,476
+124
+0.6% +$4.02K ﹤0.01% 3948
2026
Q2 		$101K Buy
21,352
+573
+3% +$17.9K ﹤0.01% 3794
2026
Q1 		$72.3K Sell
20,779
-18,748
-47% -$478K ﹤0.01% 3380
2025
Q4 		$1.12M Sell
39,527
-742
-2% -$18.7K ﹤0.01% 1880
2025
Q3 		$894K Sell
40,269
-299,280
-88% -$5.67M ﹤0.01% 1940
2025
Q2 		$5.23M Sell
339,549
-5,922
-2% -$68.4K 0.01% 881
2025
Q1 		$3.48M Buy
+345,471
New +$3.87M 0.01% 981

Other funds holding PRM

Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Davidson Kahn Capital Management
Davidson Kahn Capital Management Sherman Oaks, California $253M AUM 9.56% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Wealth Enhancement Advisory Services's PRM Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Perimeter Solutions (PRM) stake by 0.58% in Q3 2026, buying an estimated $4.02K and bringing the position to 21,476 shares worth $97.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3948.

Wealth Enhancement Advisory Services first reported a position in PRM in Q1 2025 and has held it in 7 quarters since. The position peaked at $5.23M in Q2 2025. 67 funds tracked by Wall St. Rank hold PRM as of Q3 2026.

  • Wealth Enhancement Advisory Services held 21,476 shares of Perimeter Solutions worth $97.3K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 124 Perimeter Solutions shares in Q3 2026, an estimated $4.02K.
  • Perimeter Solutions made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3948 holding.
  • Wealth Enhancement Advisory Services first reported a position in Perimeter Solutions in Q1 2025 and has held it in 7 quarters since.
  • Wealth Enhancement Advisory Services's Perimeter Solutions position peaked at $5.23M in Q2 2025.
  • 67 funds tracked by Wall St. Rank held Perimeter Solutions as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.