Primoris Wealth Advisors
SHMD icon

Primoris Wealth Advisors’s SCHMID Group SHMD Stock Holding History

Primoris Wealth Advisors’s Portfolio SHMD Stock Details SHMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.82M Sell
375,460
-127,100
-25% -$536K 0.85% 35
2026
Q2 		$3.15M Buy
+502,560
New +$3.08M 1.43% 21

Other funds holding SHMD

Lane Generational
Lane Generational Dover, Massachusetts $111M AUM 16.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Joel Isaacson & Co
Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return
Evolution Wealth Advisors
Evolution Wealth Advisors Aventura, Florida $960M AUM 20.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Tuttle Capital Management
Tuttle Capital Management Riverside, Connecticut $230M AUM 58.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Primoris Wealth Advisors's SHMD Position: Q3 2026 in Review

Primoris Wealth Advisors reduced its SCHMID Group (SHMD) stake by 25% in Q3 2026, selling an estimated $536K and leaving 375,460 shares worth $1.82M. The position accounts for 0.85% of the portfolio, ranked #35.

Primoris Wealth Advisors first reported a position in SHMD in Q2 2026 and has held it in 2 quarters since. The position peaked at $3.15M in Q2 2026. 14 funds tracked by Wall St. Rank hold SHMD as of Q3 2026.

  • Primoris Wealth Advisors held 375,460 shares of SCHMID Group worth $1.82M as of Q3 2026.
  • Primoris Wealth Advisors sold 127,100 SCHMID Group shares in Q3 2026, an estimated $536K.
  • SCHMID Group made up 0.85% of Primoris Wealth Advisors's portfolio in Q3 2026, its #35 holding.
  • Primoris Wealth Advisors first reported a position in SCHMID Group in Q2 2026 and has held it in 2 quarters since.
  • Primoris Wealth Advisors's SCHMID Group position peaked at $3.15M in Q2 2026.
  • 14 funds tracked by Wall St. Rank held SCHMID Group as of Q3 2026.

Based on Primoris Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.