TWD
PRIM icon

True Wealth Design’s Primoris Services PRIM Stock Holding History

True Wealth Design’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 		$496 Hold
5
– – ﹤0.01% 2206
2026
Q1 		$716 Hold
5
– – ﹤0.01% 1924
2025
Q4 		$621 Sell
5
-2
-29% -$261 ﹤0.01% 1882
2025
Q3 		$962 Buy
7
+2
+40% +$215 ﹤0.01% 1763
2025
Q2 		$390 Sell
5
-18
-78% -$1.22K ﹤0.01% 1841
2025
Q1 		$1.32K Buy
23
+17
+283% +$1.23K ﹤0.01% 1160
2024
Q4 		$459 Buy
+6
New +$438 ﹤0.01% 1109

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

True Wealth Design's PRIM Position: Q2 2026 in Review

True Wealth Design held its Primoris Services (PRIM) position steady in Q2 2026 at 5 shares worth $496. The position accounts for ﹤0.01% of the portfolio, ranked #2206.

True Wealth Design first reported a position in PRIM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.32K in Q1 2025. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • True Wealth Design held 5 shares of Primoris Services worth $496 as of Q2 2026.
  • True Wealth Design left its Primoris Services share count unchanged in Q2 2026.
  • Primoris Services made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2206 holding.
  • True Wealth Design first reported a position in Primoris Services in Q4 2024 and has held it in 7 quarters since.
  • True Wealth Design's Primoris Services position peaked at $1.32K in Q1 2025.
  • 449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.