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Total Wealth Planning & Management’s Primoris Services PRIM Stock Holding History

Total Wealth Planning & Management’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 		$693K Sell
6,990
-37
-0.5% -$4.86K 0.47% 72
2026
Q1 		$1.01M Sell
7,027
-1,959
-22% -$287K 0.74% 40
2025
Q4 		$1.12M Buy
+8,986
New +$1.17M 0.83% 28
2025
Q2 		$797K Buy
10,221
+887
+10% +$60.1K 0.65% 40
2025
Q1 		$536K Buy
9,334
+475
+5% +$34.3K 0.51% 65
2024
Q4 		$677K Buy
+8,859
New +$647K 0.61% 41

Other funds holding PRIM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Total Wealth Planning & Management's PRIM Position: Q2 2026 in Review

Total Wealth Planning & Management reduced its Primoris Services (PRIM) stake by 0.53% in Q2 2026, selling an estimated $4.86K and leaving 6,990 shares worth $693K. The position accounts for 0.47% of the portfolio, ranked #72.

Total Wealth Planning & Management first reported a position in PRIM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.12M in Q4 2025. 450 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • Total Wealth Planning & Management held 6,990 shares of Primoris Services worth $693K as of Q2 2026.
  • Total Wealth Planning & Management sold 37 Primoris Services shares in Q2 2026, an estimated $4.86K.
  • Primoris Services made up 0.47% of Total Wealth Planning & Management's portfolio in Q2 2026, its #72 holding.
  • Total Wealth Planning & Management first reported a position in Primoris Services in Q4 2024 and has held it in 6 quarters since.
  • Total Wealth Planning & Management's Primoris Services position peaked at $1.12M in Q4 2025.
  • 450 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.