Corient Private Wealth
PRIM icon

Corient Private Wealth’s Primoris Services PRIM Stock Holding History

Corient Private Wealth’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 		$3.52M Buy
35,557
+18,480
+108% +$2.43M ﹤0.01% 1052
2026
Q1 		$1.96M Buy
17,077
+12,545
+277% +$1.84M ﹤0.01% 1279
2025
Q4 		$563K Sell
4,532
-275
-6% -$35.9K ﹤0.01% 1809
2025
Q3 		$660K Buy
+4,807
New +$516K ﹤0.01% 1646

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

Corient Private Wealth's PRIM Position: Q2 2026 in Review

Corient Private Wealth increased its Primoris Services (PRIM) stake by 108% in Q2 2026, buying an estimated $2.43M and bringing the position to 35,557 shares worth $3.52M. The position accounts for ﹤0.01% of the portfolio, ranked #1052.

Corient Private Wealth first reported a position in PRIM in Q3 2025 and has held it in 4 quarters since. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • Corient Private Wealth held 35,557 shares of Primoris Services worth $3.52M as of Q2 2026.
  • Corient Private Wealth bought 18,480 Primoris Services shares in Q2 2026, an estimated $2.43M.
  • Primoris Services made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1052 holding.
  • Corient Private Wealth first reported a position in Primoris Services in Q3 2025 and has held it in 4 quarters since.
  • 449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.