PWM
PRMB

Perigon Wealth Management’s Primo Brands PRMB Stock Holding History

Perigon 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
Q1 		– Sell
-11,375
Closed -$186K – 1421
2025
Q4 		$186K Buy
+11,375
New +$210K ﹤0.01% 1254

Other funds holding PRMB

ORCP
One Rock Capital Partners New York $2.19B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Perigon Wealth Management's PRMB Position: Q1 2026 in Review

Perigon Wealth Management sold out of Primo Brands (PRMB) in Q1 2026, closing a stake of 11,375 shares — an estimated $186K sold.

Perigon Wealth Management first reported a position in PRMB in Q4 2025 and held it in 1 quarter. The position peaked at $186K in Q4 2025. 343 funds tracked by Wall St. Rank hold PRMB as of Q1 2026.

  • Perigon Wealth Management reported no remaining Primo Brands position as of Q1 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 11,375 Primo Brands shares in Q1 2026, an estimated $186K.
  • Perigon Wealth Management first reported a position in Primo Brands in Q4 2025 and held it in 1 quarter.
  • Perigon Wealth Management's Primo Brands position peaked at $186K in Q4 2025.
  • 343 funds tracked by Wall St. Rank held Primo Brands as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.