SHP Wealth Management’s Primo Brands PRMB Stock Holding History

SHP 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	–	Sell	-23	Closed	-$433	–	2098
2026 Q1	$433	Sell	23 -57	-71%	-$1.1K	﹤0.01%	1649
2025 Q4	$1.31K	Buy	+80	New	+$1.48K	﹤0.01%	1205

Other funds holding PRMB

ORCP

One Rock Capital Partners New York $2.84B AUM

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

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

SHP Wealth Management sold out of Primo Brands (PRMB) in Q2 2026, closing a stake of 23 shares — an estimated $433 sold.

SHP Wealth Management first reported a position in PRMB in Q4 2025 and held it in 2 quarters. The position peaked at $1.31K in Q4 2025. 382 funds tracked by Wall St. Rank hold PRMB as of Q2 2026.

SHP Wealth Management reported no remaining Primo Brands position as of Q2 2026 after selling out during the quarter.
SHP Wealth Management sold 23 Primo Brands shares in Q2 2026, an estimated $433.
SHP Wealth Management first reported a position in Primo Brands in Q4 2025 and held it in 2 quarters.
SHP Wealth Management's Primo Brands position peaked at $1.31K in Q4 2025.
382 funds tracked by Wall St. Rank held Primo Brands as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.