KWM
PRIM icon

Keebeck Wealth Management’s Primoris Services PRIM Stock Holding History

Keebeck 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 		– Sell
-3,710
Closed -$531K – 490
2026
Q1 		$531K Buy
3,710
+125
+3% +$18.3K 0.06% 227
2025
Q4 		$445K Buy
3,585
+1,342
+60% +$175K 0.05% 234
2025
Q3 		$308K Buy
+2,243
New +$241K 0.04% 298

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

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

Keebeck Wealth Management sold out of Primoris Services (PRIM) in Q2 2026, closing a stake of 3,710 shares — an estimated $531K sold.

Keebeck Wealth Management first reported a position in PRIM in Q3 2025 and held it in 3 quarters. The position peaked at $531K in Q1 2026. 450 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • Keebeck Wealth Management reported no remaining Primoris Services position as of Q2 2026 after selling out during the quarter.
  • Keebeck Wealth Management sold 3,710 Primoris Services shares in Q2 2026, an estimated $531K.
  • Keebeck Wealth Management first reported a position in Primoris Services in Q3 2025 and held it in 3 quarters.
  • Keebeck Wealth Management's Primoris Services position peaked at $531K in Q1 2026.
  • 450 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.