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 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 $2.19B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Advisor OS's PRMB Position: Q1 2026 in Review

Advisor OS increased its Primo Brands (PRMB) stake by 8.8% in Q1 2026, buying an estimated $27.5K and bringing the position to 17,666 shares worth $333K. The position accounts for 0.02% of the portfolio, ranked #403.

Advisor OS first reported a position in PRMB in Q3 2025 and has held it in 3 quarters since. 343 funds tracked by Wall St. Rank hold PRMB as of Q1 2026.

Advisor OS held 17,666 shares of Primo Brands worth $333K as of Q1 2026.
Advisor OS bought 1,424 Primo Brands shares in Q1 2026, an estimated $27.5K.
Primo Brands made up 0.02% of Advisor OS's portfolio in Q1 2026, its #403 holding.
Advisor OS first reported a position in Primo Brands in Q3 2025 and has held it in 3 quarters since.
343 funds tracked by Wall St. Rank held Primo Brands as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.