HB Wealth Management’s Prime Medicine PRME Stock Holding History

HB Wealth Management’s Portfolio PRME Stock Details PRME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$32.2K	Buy	+10,548	New	+$35K	﹤0.01%	1857

Other funds holding PRME

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.95% 1-Year Est. Return

Shelton Wealth Management Fort Worth, Texas $254M AUM 22.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Owl Creek Wealth Partners Denver, Colorado $355M AUM

HB Wealth Management's PRME Position: Q3 2026 in Review

HB Wealth Management opened a new position in Prime Medicine (PRME) in Q3 2026: 10,548 shares worth $32.2K. The stake represents ﹤0.01% of the portfolio and ranks #1857 among its holdings.

18 funds tracked by Wall St. Rank hold PRME as of Q3 2026.

HB Wealth Management held 10,548 shares of Prime Medicine worth $32.2K as of Q3 2026.
Prime Medicine was a new HB Wealth Management position in Q3 2026.
Prime Medicine made up ﹤0.01% of HB Wealth Management's portfolio in Q3 2026, its #1857 holding.
18 funds tracked by Wall St. Rank held Prime Medicine as of Q3 2026.

Based on HB Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.