HWM
PRMB

HB Wealth Management’s Primo Brands PRMB Stock Holding History

HB Wealth Management’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 		$239K Sell
9,777
-1,026
-9% -$22.8K ﹤0.01% 1503
2026
Q1 		$203K Sell
10,803
-14,381
-57% -$278K ﹤0.01% 1437
2025
Q4 		$412K Buy
+25,184
New +$465K ﹤0.01% 981

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

HB Wealth Management's PRMB Position: Q2 2026 in Review

HB Wealth Management reduced its Primo Brands (PRMB) stake by 9.5% in Q2 2026, selling an estimated $22.8K and leaving 9,777 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #1503.

HB Wealth Management first reported a position in PRMB in Q4 2025 and has held it in 3 quarters since. The position peaked at $412K in Q4 2025. 381 funds tracked by Wall St. Rank hold PRMB as of Q2 2026.

  • HB Wealth Management held 9,777 shares of Primo Brands worth $239K as of Q2 2026.
  • HB Wealth Management sold 1,026 Primo Brands shares in Q2 2026, an estimated $22.8K.
  • Primo Brands made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1503 holding.
  • HB Wealth Management first reported a position in Primo Brands in Q4 2025 and has held it in 3 quarters since.
  • HB Wealth Management's Primo Brands position peaked at $412K in Q4 2025.
  • 381 funds tracked by Wall St. Rank held Primo Brands as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.