MassMutual Private Wealth & Trust’s Primoris Services PRIM Stock Holding History

MassMutual Private Wealth & Trust’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	$3.07K	Sell	31 -8	-21%	-$1.05K	﹤0.01%	1866
2026 Q1	$5.58K	Buy	39 +6	+18%	+$878	﹤0.01%	1631
2025 Q4	$4.1K	Buy	33 +27	+450%	+$3.52K	﹤0.01%	1760
2025 Q3	$824	Hold	6	–	–	﹤0.01%	2172
2025 Q2	$468	Hold	6	–	–	﹤0.01%	2228
2025 Q1	$344	Hold	6	–	–	﹤0.01%	2265
2024 Q4	$458	Hold	6	–	–	﹤0.01%	2151
2024 Q3	$348	Hold	6	–	–	﹤0.01%	2030
2024 Q2	$299	Buy	+6	New	+$297	﹤0.01%	2024

Other funds holding PRIM

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Ardsley Advisory Partners Stamford, Connecticut $921M AUM 207.76% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

New England Research & Management Chicago, Illinois $257M AUM 25.66% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

MRA Advisory Group Parsippany, New Jersey $275M AUM 31.26% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return