Private Wealth Management Group’s Primoris Services PRIM Stock Holding History

Private Wealth Management 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	$8.13K	Hold	82	–	–	﹤0.01%	641
2026 Q1	$11.7K	Hold	82	–	–	﹤0.01%	481
2025 Q4	$10.2K	Hold	82	–	–	﹤0.01%	505
2025 Q3	$11.3K	Hold	82	–	–	﹤0.01%	474
2025 Q2	$6.39K	Hold	82	–	–	﹤0.01%	651
2025 Q1	$4.71K	Hold	82	–	–	﹤0.01%	757
2024 Q4	$6.26K	Hold	82	–	–	﹤0.01%	653
2024 Q3	$4.76K	Hold	82	–	–	﹤0.01%	754
2024 Q2	$4.09K	Hold	82	–	–	﹤0.01%	780
2024 Q1	$3.49K	Hold	82	–	–	﹤0.01%	755
2023 Q4	$2.72K	Buy	+82	New	+$2.56K	﹤0.01%	840

Other funds holding PRIM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Private Wealth Management Group held its Primoris Services (PRIM) position steady in Q2 2026 at 82 shares worth $8.13K. The position accounts for ﹤0.01% of the portfolio, ranked #641.

Private Wealth Management Group first reported a position in PRIM in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.7K in Q1 2026. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

Private Wealth Management Group held 82 shares of Primoris Services worth $8.13K as of Q2 2026.
Private Wealth Management Group left its Primoris Services share count unchanged in Q2 2026.
Primoris Services made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #641 holding.
Private Wealth Management Group first reported a position in Primoris Services in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Primoris Services position peaked at $11.7K in Q1 2026.
449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.