Wealth Enhancement Advisory Services
PRMB

Wealth Enhancement Advisory Services’s Primo Brands PRMB Stock Holding History

Wealth Enhancement Advisory Services’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 		$6.02M Buy
+250,866
New +$5.57M 0.01% 903
2026
Q1 		– Sell
-42,163
Closed -$679K – 3913
2025
Q4 		$679K Buy
42,163
+27,359
+185% +$506K ﹤0.01% 2239
2025
Q3 		$325K Sell
14,804
-480
-3% -$12.4K ﹤0.01% 2717
2025
Q2 		$458K Buy
15,284
+1,819
+14% +$58.1K ﹤0.01% 2293
2025
Q1 		$478K Buy
13,465
+1,656
+14% +$54.1K ﹤0.01% 2100
2024
Q4 		$363K Buy
+11,809
New +$350K ﹤0.01% 2224

Other funds holding PRMB

IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 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
HAM
Harmony Asset Management Scottsdale, Arizona $372M AUM 37.39% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Wealth Enhancement Advisory Services's PRMB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Primo Brands (PRMB) in Q2 2026: 250,866 shares worth $6.02M. The stake represents 0.01% of the portfolio and ranks #903 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in PRMB as recently as Q4 2025.

Wealth Enhancement Advisory Services first reported a position in PRMB in Q4 2024 and has held it in 6 quarters since. 32 funds tracked by Wall St. Rank hold PRMB as of Q2 2026.

  • Wealth Enhancement Advisory Services held 250,866 shares of Primo Brands worth $6.02M as of Q2 2026.
  • Primo Brands was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • Primo Brands made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #903 holding.
  • Wealth Enhancement Advisory Services first reported a position in Primo Brands in Q4 2024 and has held it in 6 quarters since.
  • 32 funds tracked by Wall St. Rank held Primo Brands as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.