MWPCG
PRIM icon

Measured Wealth Private Client Group’s Primoris Services PRIM Stock Holding History

Measured Wealth Private Client Group’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 		$45.2K Sell
456
-1,200
-72% -$158K 0.01% 343
2026
Q1 		$237K Sell
1,656
-7
-0.4% -$1.02K 0.06% 168
2025
Q4 		$206K Buy
1,663
+39
+2% +$5.09K 0.05% 186
2025
Q3 		$223K Buy
+1,624
New +$174K 0.06% 165

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

Measured Wealth Private Client Group's PRIM Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Primoris Services (PRIM) stake by 72% in Q2 2026, selling an estimated $158K and leaving 456 shares worth $45.2K. The position accounts for 0.01% of the portfolio, ranked #343.

Measured Wealth Private Client Group first reported a position in PRIM in Q3 2025 and has held it in 4 quarters since. The position peaked at $237K in Q1 2026. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • Measured Wealth Private Client Group held 456 shares of Primoris Services worth $45.2K as of Q2 2026.
  • Measured Wealth Private Client Group sold 1,200 Primoris Services shares in Q2 2026, an estimated $158K.
  • Primoris Services made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #343 holding.
  • Measured Wealth Private Client Group first reported a position in Primoris Services in Q3 2025 and has held it in 4 quarters since.
  • Measured Wealth Private Client Group's Primoris Services position peaked at $237K in Q1 2026.
  • 449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.