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Bartlett & Co Wealth Management’s Primoris Services PRIM Stock Holding History

Bartlett & Co 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 		$3.82K Hold
38
– – ﹤0.01% 1113
2026
Q1 		$7.14K Hold
38
– – ﹤0.01% 970
2025
Q4 		$4.78K Buy
+38
New +$4.96K ﹤0.01% 1023

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

Bartlett & Co Wealth Management's PRIM Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Primoris Services (PRIM) position steady in Q2 2026 at 38 shares worth $3.82K. The position accounts for ﹤0.01% of the portfolio, ranked #1113.

Bartlett & Co Wealth Management first reported a position in PRIM in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.14K in Q1 2026. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • Bartlett & Co Wealth Management held 38 shares of Primoris Services worth $3.82K as of Q2 2026.
  • Bartlett & Co Wealth Management left its Primoris Services share count unchanged in Q2 2026.
  • Primoris Services made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1113 holding.
  • Bartlett & Co Wealth Management first reported a position in Primoris Services in Q4 2025 and has held it in 3 quarters since.
  • Bartlett & Co Wealth Management's Primoris Services position peaked at $7.14K in Q1 2026.
  • 449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.