PWMAI
PRMB

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Primo Brands PRMB Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2025
Q3 		– Sell
-350
Closed -$10.4K – 582
2025
Q2 		$10.4K Hold
350
– – ﹤0.01% 359
2025
Q1 		$12.4K Hold
350
– – ﹤0.01% 352
2024
Q4 		$10.8K Buy
+350
New +$10.4K ﹤0.01% 362

Other funds holding PRMB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s PRMB Position: Q3 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Primo Brands (PRMB) in Q3 2025, closing a stake of 350 shares — an estimated $10.4K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in PRMB in Q4 2024 and held it in 3 quarters. The position peaked at $12.4K in Q1 2025. 347 funds tracked by Wall St. Rank hold PRMB as of Q3 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Primo Brands position as of Q3 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 350 Primo Brands shares in Q3 2025, an estimated $10.4K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Primo Brands in Q4 2024 and held it in 3 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Primo Brands position peaked at $12.4K in Q1 2025.
  • 347 funds tracked by Wall St. Rank held Primo Brands as of Q3 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q3 2025, filed 7 Aug 2026.