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Wealthspire Advisors (New York)’s Primoris Services PRIM Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-194
Closed -$26.6K – 2398
2025
Q3 		$26.6K Buy
+194
New +$20.8K ﹤0.01% 1527

Other funds holding PRIM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (New York)'s PRIM Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Primoris Services (PRIM) in Q4 2025, closing a stake of 194 shares — an estimated $26.6K sold.

Wealthspire Advisors (New York) first reported a position in PRIM in Q3 2025 and held it in 1 quarter. The position peaked at $26.6K in Q3 2025. 482 funds tracked by Wall St. Rank hold PRIM as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Primoris Services position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 194 Primoris Services shares in Q4 2025, an estimated $26.6K.
  • Wealthspire Advisors (New York) first reported a position in Primoris Services in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Primoris Services position peaked at $26.6K in Q3 2025.
  • 482 funds tracked by Wall St. Rank held Primoris Services as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.