PWPS
PRMB

Pinnacle Wealth Planning Services’s Primo Brands PRMB Stock Holding History

Pinnacle Wealth Planning Services’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 		$4.77K Sell
195
-31
-14% -$688 ﹤0.01% 2306
2026
Q1 		$4.26K Sell
226
-242
-52% -$4.67K ﹤0.01% 2294
2025
Q4 		$7.65K Buy
+468
New +$8.65K ﹤0.01% 2121

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

Pinnacle Wealth Planning Services's PRMB Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Primo Brands (PRMB) stake by 14% in Q2 2026, selling an estimated $688 and leaving 195 shares worth $4.77K. The position accounts for ﹤0.01% of the portfolio, ranked #2306.

Pinnacle Wealth Planning Services first reported a position in PRMB in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.65K in Q4 2025. 381 funds tracked by Wall St. Rank hold PRMB as of Q2 2026.

  • Pinnacle Wealth Planning Services held 195 shares of Primo Brands worth $4.77K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 31 Primo Brands shares in Q2 2026, an estimated $688.
  • Primo Brands made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2306 holding.
  • Pinnacle Wealth Planning Services first reported a position in Primo Brands in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Primo Brands position peaked at $7.65K in Q4 2025.
  • 381 funds tracked by Wall St. Rank held Primo Brands as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.