EWP
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Elevation Wealth Partners’s Primo Brands PRMB Stock Holding History

Elevation Wealth Partners’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
Q3 		$11.6K Hold
608
– – ﹤0.01% 842
2026
Q2 		$14.9K Buy
608
+138
+29% +$3.06K ﹤0.01% 679
2026
Q1 		$8.85K Buy
+470
New +$9.08K ﹤0.01% 541

Other funds holding PRMB

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Elevation Wealth Partners's PRMB Position: Q3 2026 in Review

Elevation Wealth Partners held its Primo Brands (PRMB) position steady in Q3 2026 at 608 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #842.

Elevation Wealth Partners first reported a position in PRMB in Q1 2026 and has held it in 3 quarters since. The position peaked at $14.9K in Q2 2026. 10 funds tracked by Wall St. Rank hold PRMB as of Q3 2026.

  • Elevation Wealth Partners held 608 shares of Primo Brands worth $11.6K as of Q3 2026.
  • Elevation Wealth Partners left its Primo Brands share count unchanged in Q3 2026.
  • Primo Brands made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #842 holding.
  • Elevation Wealth Partners first reported a position in Primo Brands in Q1 2026 and has held it in 3 quarters since.
  • Elevation Wealth Partners's Primo Brands position peaked at $14.9K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Primo Brands as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.