AO
PRMB

Advisor OS’s Primo Brands PRMB Stock Holding History

Advisor OS’s Portfolio PRMB Stock Details PRMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$387K Sell
15,824
-1,842
-10% -$40.9K 0.03% 378
2026
Q1 		$333K Buy
17,666
+1,424
+9% +$27.5K 0.02% 403
2025
Q4 		$266K Buy
16,242
+5,885
+57% +$109K 0.02% 409
2025
Q3 		$229K Buy
+10,357
New +$268K 0.02% 420

Other funds holding PRMB

ORCP
One Rock Capital Partners New York $2.84B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Advisor OS's PRMB Position: Q2 2026 in Review

Advisor OS reduced its Primo Brands (PRMB) stake by 10% in Q2 2026, selling an estimated $40.9K and leaving 15,824 shares worth $387K. The position accounts for 0.03% of the portfolio, ranked #378.

Advisor OS first reported a position in PRMB in Q3 2025 and has held it in 4 quarters since. 382 funds tracked by Wall St. Rank hold PRMB as of Q2 2026.

  • Advisor OS held 15,824 shares of Primo Brands worth $387K as of Q2 2026.
  • Advisor OS sold 1,842 Primo Brands shares in Q2 2026, an estimated $40.9K.
  • Primo Brands made up 0.03% of Advisor OS's portfolio in Q2 2026, its #378 holding.
  • Advisor OS first reported a position in Primo Brands in Q3 2025 and has held it in 4 quarters since.
  • 382 funds tracked by Wall St. Rank held Primo Brands as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.