MYIA
PRMB

Mount Yale Investment Advisors’s Primo Brands PRMB Stock Holding History

Mount Yale Investment Advisors’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 		$370K Buy
+15,159
New +$336K 0.01% 897
2025
Q3 		– Sell
-8,888
Closed -$263K – 1673
2025
Q2 		$263K Sell
8,888
-1,954
-18% -$62.5K 0.02% 494
2025
Q1 		$385K Buy
+10,842
New +$354K 0.03% 378

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

Mount Yale Investment Advisors's PRMB Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in Primo Brands (PRMB) in Q2 2026: 15,159 shares worth $370K. The stake represents 0.01% of the portfolio and ranks #897 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in PRMB as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in PRMB in Q1 2025 and has held it in 3 quarters since. The position peaked at $385K in Q1 2025. 381 funds tracked by Wall St. Rank hold PRMB as of Q2 2026.

  • Mount Yale Investment Advisors held 15,159 shares of Primo Brands worth $370K as of Q2 2026.
  • Primo Brands was a new Mount Yale Investment Advisors position in Q2 2026.
  • Primo Brands made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #897 holding.
  • Mount Yale Investment Advisors first reported a position in Primo Brands in Q1 2025 and has held it in 3 quarters since.
  • Mount Yale Investment Advisors's Primo Brands position peaked at $385K in Q1 2025.
  • 381 funds tracked by Wall St. Rank held Primo Brands as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.