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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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Primoris Wealth Advisors's WRBY Position: Q2 2026 in Review

Primoris Wealth Advisors opened a new position in Warby Parker (WRBY) in Q2 2026: 23,000 shares worth $698K. The stake represents 0.32% of the portfolio and ranks #61 among its holdings. This is a return to the name: Primoris Wealth Advisors previously reported a position in WRBY as recently as Q4 2025.

Primoris Wealth Advisors first reported a position in WRBY in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.78M in Q4 2025. 304 funds tracked by Wall St. Rank hold WRBY as of Q2 2026.

  • Primoris Wealth Advisors held 23,000 shares of Warby Parker worth $698K as of Q2 2026.
  • Warby Parker was a new Primoris Wealth Advisors position in Q2 2026.
  • Warby Parker made up 0.32% of Primoris Wealth Advisors's portfolio in Q2 2026, its #61 holding.
  • Primoris Wealth Advisors first reported a position in Warby Parker in Q4 2025 and has held it in 2 quarters since.
  • Primoris Wealth Advisors's Warby Parker position peaked at $1.78M in Q4 2025.
  • 304 funds tracked by Wall St. Rank held Warby Parker as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.