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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
Q2 		$11.9K Sell
488
-18,905
-97% -$419K ﹤0.01% 881
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 $2.84B 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

Strategic Wealth Partners's PRMB Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Primo Brands (PRMB) stake by 97% in Q2 2026, selling an estimated $419K and leaving 488 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #881.

Strategic Wealth Partners first reported a position in PRMB in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.05M in Q4 2024. 382 funds tracked by Wall St. Rank hold PRMB as of Q2 2026.

  • Strategic Wealth Partners held 488 shares of Primo Brands worth $11.9K as of Q2 2026.
  • Strategic Wealth Partners sold 18,905 Primo Brands shares in Q2 2026, an estimated $419K.
  • Primo Brands made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #881 holding.
  • Strategic Wealth Partners first reported a position in Primo Brands in Q4 2024 and has held it in 6 quarters since.
  • Strategic Wealth Partners's Primo Brands position peaked at $2.05M in Q4 2024.
  • 382 funds tracked by Wall St. Rank held Primo Brands as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.