SWP
PRMB

Strategic Wealth Partners’s Primo Brands PRMB Stock Holding History

Strategic Wealth Partners’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 		$365K Sell
19,393
-92,156
-83% -$1.78M 0.03% 227
2025
Q4 		$1.82M Buy
111,549
+36,806
+49% +$680K 0.13% 117
2025
Q3 		$1.65M Buy
74,743
+14,067
+23% +$364K 0.12% 121
2025
Q2 		$1.8M Buy
+60,676
New +$1.94M 0.14% 108
2024
Q4 		$2.05M Buy
+61,044
New +$1.81M 0.17% 101

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

Strategic Wealth Partners's PRMB Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Primo Brands (PRMB) stake by 83% in Q1 2026, selling an estimated $1.78M and leaving 19,393 shares worth $365K. The position accounts for 0.03% of the portfolio, ranked #227.

Strategic Wealth Partners first reported a position in PRMB in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.05M in Q4 2024. 343 funds tracked by Wall St. Rank hold PRMB as of Q1 2026.

  • Strategic Wealth Partners held 19,393 shares of Primo Brands worth $365K as of Q1 2026.
  • Strategic Wealth Partners sold 92,156 Primo Brands shares in Q1 2026, an estimated $1.78M.
  • Primo Brands made up 0.03% of Strategic Wealth Partners's portfolio in Q1 2026, its #227 holding.
  • Strategic Wealth Partners first reported a position in Primo Brands in Q4 2024 and has held it in 5 quarters since.
  • Strategic Wealth Partners's Primo Brands position peaked at $2.05M in Q4 2024.
  • 343 funds tracked by Wall St. Rank held Primo Brands as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.