SWM
PRMB

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
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 $2.19B 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 $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

SHP Wealth Management reduced its Primo Brands (PRMB) stake by 71% in Q1 2026, selling an estimated $1.1K and leaving 23 shares worth $433. The position accounts for ﹤0.01% of the portfolio, ranked #1649.

SHP Wealth Management first reported a position in PRMB in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.31K in Q4 2025. 343 funds tracked by Wall St. Rank hold PRMB as of Q1 2026.

  • SHP Wealth Management held 23 shares of Primo Brands worth $433 as of Q1 2026.
  • SHP Wealth Management sold 57 Primo Brands shares in Q1 2026, an estimated $1.1K.
  • Primo Brands made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1649 holding.
  • SHP Wealth Management first reported a position in Primo Brands in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Primo Brands position peaked at $1.31K in Q4 2025.
  • 343 funds tracked by Wall St. Rank held Primo Brands as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.