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Aptus Capital Advisors’s Primoris Services PRIM Stock Holding History

Aptus Capital Advisors’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 		– Sell
-122,400
Closed -$17.5M – 1837
2026
Q1 		$17.5M Sell
122,400
-11,017
-8% -$1.61M 0.14% 134
2025
Q4 		$16.6M Sell
133,417
-5,083
-4% -$664K 0.12% 146
2025
Q3 		$19M Buy
138,500
+18,152
+15% +$1.95M 0.14% 142
2025
Q2 		$9.38M Buy
120,348
+10,362
+9% +$702K 0.08% 198
2025
Q1 		$6.31M Buy
109,986
+11,970
+12% +$866K 0.07% 246
2024
Q4 		$7.49M Buy
+98,016
New +$7.16M 0.08% 215

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

Aptus Capital Advisors's PRIM Position: Q2 2026 in Review

Aptus Capital Advisors sold out of Primoris Services (PRIM) in Q2 2026, closing a stake of 122,400 shares — an estimated $17.5M sold.

Aptus Capital Advisors first reported a position in PRIM in Q4 2024 and held it in 6 quarters. The position peaked at $19M in Q3 2025. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • Aptus Capital Advisors reported no remaining Primoris Services position as of Q2 2026 after selling out during the quarter.
  • Aptus Capital Advisors sold 122,400 Primoris Services shares in Q2 2026, an estimated $17.5M.
  • Aptus Capital Advisors first reported a position in Primoris Services in Q4 2024 and held it in 6 quarters.
  • Aptus Capital Advisors's Primoris Services position peaked at $19M in Q3 2025.
  • 449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.