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
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

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 $3.37T AUM 44.26% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

Wealth Enhancement Advisory Services's PRM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Perimeter Solutions (PRM) stake by 2.8% in Q2 2026, buying an estimated $17.9K and bringing the position to 21,352 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #3794.

Wealth Enhancement Advisory Services first reported a position in PRM in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.23M in Q2 2025. 310 funds tracked by Wall St. Rank hold PRM as of Q2 2026.

  • Wealth Enhancement Advisory Services held 21,352 shares of Perimeter Solutions worth $101K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 573 Perimeter Solutions shares in Q2 2026, an estimated $17.9K.
  • Perimeter Solutions made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3794 holding.
  • Wealth Enhancement Advisory Services first reported a position in Perimeter Solutions in Q1 2025 and has held it in 6 quarters since.
  • Wealth Enhancement Advisory Services's Perimeter Solutions position peaked at $5.23M in Q2 2025.
  • 310 funds tracked by Wall St. Rank held Perimeter Solutions as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.