UCFA
PRMB

United Capital Financial Advisors’s Primo Brands PRMB Stock Holding History

United Capital Financial Advisors’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 		$202K Sell
8,254
-6,803
-45% -$151K ﹤0.01% 1554
2026
Q1 		$284K Buy
+15,057
New +$291K ﹤0.01% 1382
2025
Q2 		– Sell
-6,540
Closed -$232K – 1137
2025
Q1 		$232K Sell
6,540
-206
-3% -$6.73K ﹤0.01% 961
2024
Q4 		$208K Buy
+6,746
New +$200K ﹤0.01% 1011

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

United Capital Financial Advisors's PRMB Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Primo Brands (PRMB) stake by 45% in Q2 2026, selling an estimated $151K and leaving 8,254 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #1554.

United Capital Financial Advisors first reported a position in PRMB in Q4 2024 and has held it in 4 quarters since. The position peaked at $284K in Q1 2026. 381 funds tracked by Wall St. Rank hold PRMB as of Q2 2026.

  • United Capital Financial Advisors held 8,254 shares of Primo Brands worth $202K as of Q2 2026.
  • United Capital Financial Advisors sold 6,803 Primo Brands shares in Q2 2026, an estimated $151K.
  • Primo Brands made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1554 holding.
  • United Capital Financial Advisors first reported a position in Primo Brands in Q4 2024 and has held it in 4 quarters since.
  • United Capital Financial Advisors's Primo Brands position peaked at $284K in Q1 2026.
  • 381 funds tracked by Wall St. Rank held Primo Brands as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.