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 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 $6.73T 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

Stratos Wealth Partners's PRIM Position: Q2 2026 in Review

Stratos Wealth Partners increased its Primoris Services (PRIM) stake by 13% in Q2 2026, buying an estimated $37.5K and bringing the position to 2,482 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #1523.

Stratos Wealth Partners first reported a position in PRIM in Q4 2017 and has held it in 7 quarters since. The position peaked at $314K in Q1 2026. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

Stratos Wealth Partners held 2,482 shares of Primoris Services worth $246K as of Q2 2026.
Stratos Wealth Partners bought 285 Primoris Services shares in Q2 2026, an estimated $37.5K.
Primoris Services made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1523 holding.
Stratos Wealth Partners first reported a position in Primoris Services in Q4 2017 and has held it in 7 quarters since.
Stratos Wealth Partners's Primoris Services position peaked at $314K in Q1 2026.
449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.