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Horizons Wealth Management’s Primoris Services PRIM Stock Holding History

Horizons 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
Q1 		$569K Hold
3,976
– – 0.37% 40
2025
Q4 		$494K Sell
3,976
-5,362
-57% -$700K 0.32% 47
2025
Q3 		$1.28M Buy
9,338
+5,362
+135% +$576K 0.87% 24
2025
Q2 		$310K Sell
3,976
-42
-1% -$2.85K 0.22% 54
2025
Q1 		$231K Buy
+4,018
New +$291K 0.17% 59

Other funds holding PRIM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Horizons Wealth Management's PRIM Position: Q1 2026 in Review

Horizons Wealth Management held its Primoris Services (PRIM) position steady in Q1 2026 at 3,976 shares worth $569K. The position accounts for 0.37% of the portfolio, ranked #40.

Horizons Wealth Management first reported a position in PRIM in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.28M in Q3 2025. 511 funds tracked by Wall St. Rank hold PRIM as of Q1 2026.

  • Horizons Wealth Management held 3,976 shares of Primoris Services worth $569K as of Q1 2026.
  • Horizons Wealth Management left its Primoris Services share count unchanged in Q1 2026.
  • Primoris Services made up 0.37% of Horizons Wealth Management's portfolio in Q1 2026, its #40 holding.
  • Horizons Wealth Management first reported a position in Primoris Services in Q1 2025 and has held it in 5 quarters since.
  • Horizons Wealth Management's Primoris Services position peaked at $1.28M in Q3 2025.
  • 511 funds tracked by Wall St. Rank held Primoris Services as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.