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Wealthspire Advisors (New York)’s Perimeter Solutions PRM Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-1,290
Closed -$28.9K – 2400
2025
Q3 		$28.9K Buy
+1,290
New +$24.4K ﹤0.01% 1483

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Vanguard Group
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Dimensional Fund Advisors
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Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wealthspire Advisors (New York)'s PRM Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Perimeter Solutions (PRM) in Q4 2025, closing a stake of 1,290 shares — an estimated $28.9K sold.

Wealthspire Advisors (New York) first reported a position in PRM in Q3 2025 and held it in 1 quarter. The position peaked at $28.9K in Q3 2025. 285 funds tracked by Wall St. Rank hold PRM as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Perimeter Solutions position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,290 Perimeter Solutions shares in Q4 2025, an estimated $28.9K.
  • Wealthspire Advisors (New York) first reported a position in Perimeter Solutions in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Perimeter Solutions position peaked at $28.9K in Q3 2025.
  • 285 funds tracked by Wall St. Rank held Perimeter Solutions as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.