Primoris Wealth Advisors
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Primoris Wealth Advisors’s Warby Parker WRBY Stock Holding History

Primoris Wealth Advisors’s Portfolio WRBY Stock Details WRBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-23,000
Closed -$698K – 147
2026
Q2 		$698K Buy
+23,000
New +$569K 0.32% 61
2026
Q1 		– Sell
-81,750
Closed -$1.78M – 121
2025
Q4 		$1.78M Buy
+81,750
New +$1.78M 1.07% 31

Other funds holding WRBY

Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return
Brown Capital Management
Brown Capital Management Baltimore, Maryland $527M AUM 33.67% 1-Year Est. Return
Indivisible Partners
Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return
Motley Fool Asset Management
Motley Fool Asset Management Alexandria, Virginia $2.64B AUM 26.58% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Prentiss Smith & Co
Prentiss Smith & Co Brattleboro, Vermont $177M AUM 17.01% 1-Year Est. Return
Fiscal Wisdom Wealth Management
Fiscal Wisdom Wealth Management Canton, Connecticut $84.1M AUM 38.01% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Primoris Wealth Advisors sold out of Warby Parker (WRBY) in Q3 2026, closing a stake of 23,000 shares — an estimated $698K sold.

Primoris Wealth Advisors first reported a position in WRBY in Q4 2025 and held it in 2 quarters. The position peaked at $1.78M in Q4 2025. 68 funds tracked by Wall St. Rank hold WRBY as of Q3 2026.

  • Primoris Wealth Advisors reported no remaining Warby Parker position as of Q3 2026 after selling out during the quarter.
  • Primoris Wealth Advisors sold 23,000 Warby Parker shares in Q3 2026, an estimated $698K.
  • Primoris Wealth Advisors first reported a position in Warby Parker in Q4 2025 and held it in 2 quarters.
  • Primoris Wealth Advisors's Warby Parker position peaked at $1.78M in Q4 2025.
  • 68 funds tracked by Wall St. Rank held Warby Parker as of Q3 2026.

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