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
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 $2.19B AUM
Fidelity Investments
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
SC
Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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