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Advisors Asset Management’s Primoris Services PRIM Stock Holding History

Advisors Asset 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 		$7.24M Sell
73,047
-735
-1% -$96.6K 0.11% 248
2026
Q1 		$10.6M Buy
73,782
+4,928
+7% +$722K 0.18% 136
2025
Q4 		$8.55M Sell
68,854
-8,409
-11% -$1.1M 0.14% 174
2025
Q3 		$10.6M Buy
77,263
+2,706
+4% +$291K 0.18% 120
2025
Q2 		$5.81M Sell
74,557
-10,677
-13% -$724K 0.1% 260
2025
Q1 		$4.89M Buy
85,234
+2,841
+3% +$205K 0.09% 285
2024
Q4 		$6.29M Sell
82,393
-8,769
-10% -$641K 0.12% 217
2024
Q3 		$5.29M Buy
91,162
+2,510
+3% +$134K 0.1% 265
2024
Q2 		$4.42M Buy
88,652
+5,907
+7% +$292K 0.09% 296
2024
Q1 		$3.52M Buy
82,745
+6,437
+8% +$238K 0.07% 361
2023
Q4 		$2.53M Buy
76,308
+3,757
+5% +$117K 0.05% 445
2023
Q3 		$2.37M Buy
72,551
+1,796
+3% +$58.7K 0.05% 452
2023
Q2 		$2.16M Buy
70,755
+785
+1% +$21K 0.04% 488
2023
Q1 		$1.73M Buy
69,970
+14,899
+27% +$377K 0.03% 564
2022
Q4 		$1.21M Sell
55,071
-39,599
-42% -$800K 0.02% 677
2022
Q3 		$1.54M Buy
94,670
+6,083
+7% +$127K 0.03% 577
2022
Q2 		$1.93M Sell
88,587
-16,634
-16% -$400K 0.03% 530
2022
Q1 		$2.51M Buy
105,221
+2,443
+2% +$62.9K 0.04% 513
2021
Q4 		$2.46M Buy
102,778
+7,619
+8% +$193K 0.04% 542
2021
Q3 		$2.33M Buy
95,159
+7,840
+9% +$211K 0.04% 550
2021
Q2 		$2.57M Buy
87,319
+15,260
+21% +$492K 0.04% 526
2021
Q1 		$2.39M Buy
72,059
+12,814
+22% +$422K 0.04% 531
2020
Q4 		$1.64M Buy
59,245
+45,833
+342% +$1.06M 0.03% 632
2020
Q3 		$242K Buy
13,412
+3,560
+36% +$63K ﹤0.01% 1119
2020
Q2 		$175K Buy
9,852
+1,693
+21% +$26.7K ﹤0.01% 1199
2020
Q1 		$130K Sell
8,159
-2,330
-22% -$45.4K ﹤0.01% 1186
2019
Q4 		$233K Buy
10,489
+9,660
+1,165% +$207K ﹤0.01% 1171
2019
Q3 		$16.3K Buy
+829
New +$16.6K ﹤0.01% 1488

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

Advisors Asset Management's PRIM Position: Q2 2026 in Review

Advisors Asset Management reduced its Primoris Services (PRIM) stake by 1% in Q2 2026, selling an estimated $96.6K and leaving 73,047 shares worth $7.24M. The position accounts for 0.11% of the portfolio, ranked #248.

Advisors Asset Management first reported a position in PRIM in Q3 2019 and has held it in 28 quarters since. The position peaked at $10.6M in Q3 2025. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • Advisors Asset Management held 73,047 shares of Primoris Services worth $7.24M as of Q2 2026.
  • Advisors Asset Management sold 735 Primoris Services shares in Q2 2026, an estimated $96.6K.
  • Primoris Services made up 0.11% of Advisors Asset Management's portfolio in Q2 2026, its #248 holding.
  • Advisors Asset Management first reported a position in Primoris Services in Q3 2019 and has held it in 28 quarters since.
  • Advisors Asset Management's Primoris Services position peaked at $10.6M in Q3 2025.
  • 449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.