Willow Creek Wealth Management’s Perimeter Solutions PRM Stock Holding History

Willow Creek Wealth Management’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 Q3	$214K	Buy	+9,573	New	+$181K	0.02%	173

Other funds holding PRM

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Willow Creek Wealth Management's PRM Position: Q3 2025 in Review

Willow Creek Wealth Management opened a new position in Perimeter Solutions (PRM) in Q3 2025: 9,573 shares worth $214K. The stake represents 0.02% of the portfolio and ranks #173 among its holdings.

237 funds tracked by Wall St. Rank hold PRM as of Q3 2025.

Willow Creek Wealth Management held 9,573 shares of Perimeter Solutions worth $214K as of Q3 2025.
Perimeter Solutions was a new Willow Creek Wealth Management position in Q3 2025.
Perimeter Solutions made up 0.02% of Willow Creek Wealth Management's portfolio in Q3 2025, its #173 holding.
237 funds tracked by Wall St. Rank held Perimeter Solutions as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.