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Bogart Wealth LLC’s Primo Brands PRMB Stock Holding History

Bogart Wealth LLC’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 		$1.37K Buy
56
+27
+93% +$599 ﹤0.01% 1543
2026
Q1 		$546 Buy
+29
New +$560 ﹤0.01% 1561
2025
Q3 		– Sell
-22
Closed -$652 – 1605
2025
Q2 		$652 Buy
+22
New +$703 ﹤0.01% 1285

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

Bogart Wealth LLC's PRMB Position: Q2 2026 in Review

Bogart Wealth LLC increased its Primo Brands (PRMB) stake by 93% in Q2 2026, buying an estimated $599 and bringing the position to 56 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #1543.

Bogart Wealth LLC first reported a position in PRMB in Q2 2025 and has held it in 3 quarters since. 382 funds tracked by Wall St. Rank hold PRMB as of Q2 2026.

  • Bogart Wealth LLC held 56 shares of Primo Brands worth $1.37K as of Q2 2026.
  • Bogart Wealth LLC bought 27 Primo Brands shares in Q2 2026, an estimated $599.
  • Primo Brands made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1543 holding.
  • Bogart Wealth LLC first reported a position in Primo Brands in Q2 2025 and has held it in 3 quarters since.
  • 382 funds tracked by Wall St. Rank held Primo Brands as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.