AWM
PRIM icon

Abound Wealth Management’s Primoris Services PRIM Stock Holding History

Abound Wealth Management’s Portfolio PRIM Stock Details PRIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$298 Hold
3
– – ﹤0.01% 1030
2026
Q1 		$430 Hold
3
– – ﹤0.01% 1075
2025
Q4 		$373 Sell
3
-37
-93% -$4.83K ﹤0.01% 989
2025
Q3 		$5.49K Buy
+40
New +$4.29K ﹤0.01% 623

Other funds holding PRIM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Abound Wealth Management's PRIM Position: Q2 2026 in Review

Abound Wealth Management held its Primoris Services (PRIM) position steady in Q2 2026 at 3 shares worth $298. The position accounts for ﹤0.01% of the portfolio, ranked #1030.

Abound Wealth Management first reported a position in PRIM in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.49K in Q3 2025. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • Abound Wealth Management held 3 shares of Primoris Services worth $298 as of Q2 2026.
  • Abound Wealth Management left its Primoris Services share count unchanged in Q2 2026.
  • Primoris Services made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1030 holding.
  • Abound Wealth Management first reported a position in Primoris Services in Q3 2025 and has held it in 4 quarters since.
  • Abound Wealth Management's Primoris Services position peaked at $5.49K in Q3 2025.
  • 449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.