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Unique Wealth Strategies’s Primoris Services PRIM Stock Holding History

Unique Wealth Strategies’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 		– Sell
-2,249
Closed -$279K – 250
2025
Q4 		$279K Buy
+2,249
New +$294K 0.11% 186

Other funds holding PRIM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Unique Wealth Strategies's PRIM Position: Q1 2026 in Review

Unique Wealth Strategies sold out of Primoris Services (PRIM) in Q1 2026, closing a stake of 2,249 shares — an estimated $279K sold.

Unique Wealth Strategies first reported a position in PRIM in Q4 2025 and held it in 1 quarter. The position peaked at $279K in Q4 2025. 512 funds tracked by Wall St. Rank hold PRIM as of Q1 2026.

  • Unique Wealth Strategies reported no remaining Primoris Services position as of Q1 2026 after selling out during the quarter.
  • Unique Wealth Strategies sold 2,249 Primoris Services shares in Q1 2026, an estimated $279K.
  • Unique Wealth Strategies first reported a position in Primoris Services in Q4 2025 and held it in 1 quarter.
  • Unique Wealth Strategies's Primoris Services position peaked at $279K in Q4 2025.
  • 512 funds tracked by Wall St. Rank held Primoris Services as of Q1 2026.

Based on Unique Wealth Strategies's 13F filing for Q1 2026, filed 15 Jul 2026.