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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Stratos Wealth Partners's PRIM Position: Q1 2026 in Review

Stratos Wealth Partners increased its Primoris Services (PRIM) stake by 4% in Q1 2026, buying an estimated $12.3K and bringing the position to 2,197 shares worth $314K. The position accounts for ﹤0.01% of the portfolio, ranked #1296.

Stratos Wealth Partners first reported a position in PRIM in Q4 2017 and has held it in 6 quarters since. 508 funds tracked by Wall St. Rank hold PRIM as of Q1 2026.

Stratos Wealth Partners held 2,197 shares of Primoris Services worth $314K as of Q1 2026.
Stratos Wealth Partners bought 84 Primoris Services shares in Q1 2026, an estimated $12.3K.
Primoris Services made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1296 holding.
Stratos Wealth Partners first reported a position in Primoris Services in Q4 2017 and has held it in 6 quarters since.
508 funds tracked by Wall St. Rank held Primoris Services as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.