Stratos Wealth Partners’s Primoris Services PRIM Stock Holding History

Stratos Wealth Partners’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 Q3	–	Sell	-2,482	Closed	-$246K	–	1792
2026 Q2	$246K	Buy	2,482 +285	+13%	+$37.5K	﹤0.01%	1523
2026 Q1	$314K	Buy	2,197 +84	+4%	+$12.3K	﹤0.01%	1296
2025 Q4	$262K	Buy	2,113 +31	+1%	+$4.05K	﹤0.01%	1362
2025 Q3	$286K	Buy	+2,082	New	+$224K	﹤0.01%	1271
2018 Q4	–	Sell	-106	Closed	-$3K	–	2067
2018 Q3	$3K	Buy	+106	New	+$2.78K	﹤0.01%	2631
2018 Q2	–	Sell	-331	Closed	-$8K	–	2162
2018 Q1	$8K	Buy	331 +225	+212%	+$5.77K	﹤0.01%	2420
2017 Q4	$3K	Buy	+106	New	+$2.95K	﹤0.01%	2532

Other funds holding PRIM

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return

Stratos Wealth Partners's PRIM Position: Q3 2026 in Review

Stratos Wealth Partners sold out of Primoris Services (PRIM) in Q3 2026, closing a stake of 2,482 shares — an estimated $246K sold.

Stratos Wealth Partners first reported a position in PRIM in Q4 2017 and held it in 7 quarters. The position peaked at $314K in Q1 2026. 310 funds tracked by Wall St. Rank hold PRIM as of Q3 2026.

Stratos Wealth Partners reported no remaining Primoris Services position as of Q3 2026 after selling out during the quarter.
Stratos Wealth Partners sold 2,482 Primoris Services shares in Q3 2026, an estimated $246K.
Stratos Wealth Partners first reported a position in Primoris Services in Q4 2017 and held it in 7 quarters.
Stratos Wealth Partners's Primoris Services position peaked at $314K in Q1 2026.
310 funds tracked by Wall St. Rank held Primoris Services as of Q3 2026.

Based on Stratos Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.