Creative Planning
PRMB

Creative Planning’s Primo Brands PRMB Stock Holding History

Creative Planning’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 		$1.99M Buy
81,286
+631
+0.8% +$14K ﹤0.01% 2091
2026
Q1 		$1.52M Buy
80,655
+29,842
+59% +$577K ﹤0.01% 2126
2025
Q4 		$831K Buy
50,813
+28,312
+126% +$523K ﹤0.01% 2429
2025
Q3 		$497K Sell
22,501
-18,567
-45% -$480K ﹤0.01% 2730
2025
Q2 		$1.22M Buy
41,068
+5,701
+16% +$182K ﹤0.01% 1701
2025
Q1 		$1.26M Buy
35,367
+16,521
+88% +$540K ﹤0.01% 1528
2024
Q4 		$580K Buy
+18,846
New +$559K ﹤0.01% 2089

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

Creative Planning's PRMB Position: Q2 2026 in Review

Creative Planning increased its Primo Brands (PRMB) stake by 0.78% in Q2 2026, buying an estimated $14K and bringing the position to 81,286 shares worth $1.99M. The position accounts for ﹤0.01% of the portfolio, ranked #2091.

Creative Planning first reported a position in PRMB in Q4 2024 and has held it in 7 quarters since. 381 funds tracked by Wall St. Rank hold PRMB as of Q2 2026.

  • Creative Planning held 81,286 shares of Primo Brands worth $1.99M as of Q2 2026.
  • Creative Planning bought 631 Primo Brands shares in Q2 2026, an estimated $14K.
  • Primo Brands made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2091 holding.
  • Creative Planning first reported a position in Primo Brands in Q4 2024 and has held it in 7 quarters since.
  • 381 funds tracked by Wall St. Rank held Primo Brands as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.