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Wingate Wealth Advisors’s Perimeter Solutions PRM Stock Holding History

Wingate Wealth Advisors’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
Q1 		– Sell
-7,654
Closed -$211K – 125
2025
Q4 		$211K Buy
+7,654
New +$193K 0.12% 114
2025
Q1 		– Sell
-829
Closed -$10.6K – 331
2024
Q4 		$10.6K Buy
+829
New +$10.8K 0.01% 332

Other funds holding PRM

WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 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 $2.9T AUM 29.55% 1-Year Est. Return

Wingate Wealth Advisors's PRM Position: Q1 2026 in Review

Wingate Wealth Advisors sold out of Perimeter Solutions (PRM) in Q1 2026, closing a stake of 7,654 shares — an estimated $211K sold.

Wingate Wealth Advisors first reported a position in PRM in Q4 2024 and held it in 2 quarters. The position peaked at $211K in Q4 2025. 291 funds tracked by Wall St. Rank hold PRM as of Q1 2026.

  • Wingate Wealth Advisors reported no remaining Perimeter Solutions position as of Q1 2026 after selling out during the quarter.
  • Wingate Wealth Advisors sold 7,654 Perimeter Solutions shares in Q1 2026, an estimated $211K.
  • Wingate Wealth Advisors first reported a position in Perimeter Solutions in Q4 2024 and held it in 2 quarters.
  • Wingate Wealth Advisors's Perimeter Solutions position peaked at $211K in Q4 2025.
  • 291 funds tracked by Wall St. Rank held Perimeter Solutions as of Q1 2026.

Based on Wingate Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.