TWD
PRMB

True Wealth Design’s Primo Brands PRMB Stock Holding History

True Wealth Design’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 		$367 Buy
+15
New +$333 ﹤0.01% 2306
2025
Q3 		– Sell
-17
Closed -$504 – 2918
2025
Q2 		$504 Buy
17
+14
+467% +$448 ﹤0.01% 1741
2025
Q1 		$107 Buy
+3
New +$98 ﹤0.01% 2169

Other funds holding PRMB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

True Wealth Design's PRMB Position: Q2 2026 in Review

True Wealth Design opened a new position in Primo Brands (PRMB) in Q2 2026: 15 shares worth $367. The stake represents ﹤0.01% of the portfolio and ranks #2306 among its holdings. This is a return to the name: True Wealth Design previously reported a position in PRMB as recently as Q2 2025.

True Wealth Design first reported a position in PRMB in Q1 2025 and has held it in 3 quarters since. The position peaked at $504 in Q2 2025. 25 funds tracked by Wall St. Rank hold PRMB as of Q2 2026.

  • True Wealth Design held 15 shares of Primo Brands worth $367 as of Q2 2026.
  • Primo Brands was a new True Wealth Design position in Q2 2026.
  • Primo Brands made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2306 holding.
  • True Wealth Design first reported a position in Primo Brands in Q1 2025 and has held it in 3 quarters since.
  • True Wealth Design's Primo Brands position peaked at $504 in Q2 2025.
  • 25 funds tracked by Wall St. Rank held Primo Brands as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.