Arax Advisory Partners’s Primoris Services PRIM Stock Holding History

Arax Advisory Partners’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	$289K	Buy	2,911 +2,349	+418%	+$309K	﹤0.01%	1995
2026 Q1	$68.3K	Buy	562 +123	+28%	+$18K	﹤0.01%	1548
2025 Q4	$54.5K	Sell	439 -3,787	-90%	-$494K	﹤0.01%	1564
2025 Q3	$580K	Buy	4,226 +3,738	+766%	+$401K	0.01%	852
2025 Q2	$38K	Buy	488 +172	+54%	+$11.7K	﹤0.01%	1366
2025 Q1	$18.1K	Buy	316 +305	+2,773%	+$22.1K	﹤0.01%	1341
2024 Q4	$841	Sell	11 -21	-66%	-$1.53K	﹤0.01%	2206
2024 Q3	$1.86K	Sell	32 -9	-22%	-$480	﹤0.01%	2093
2024 Q2	$2.05K	Buy	41 +2	+5%	+$99	﹤0.01%	1961
2024 Q1	$1.66K	Hold	39	–	–	﹤0.01%	1073
2023 Q4	$1.3K	Sell	39 -8	-17%	-$249	﹤0.01%	1091
2023 Q3	$1.54K	Hold	47	–	–	﹤0.01%	1053
2023 Q2	$1.43K	Hold	47	–	–	﹤0.01%	1045
2023 Q1	$1.16K	Buy	47 +3	+7%	+$76	﹤0.01%	1078
2022 Q4	$965	Hold	44	–	–	﹤0.01%	1087
2022 Q3	$1K	Hold	44	–	–	﹤0.01%	1134
2022 Q2	$1K	Hold	44	–	–	﹤0.01%	1099
2022 Q1	$1K	Hold	44	–	–	﹤0.01%	1075
2021 Q4	$1K	Buy	+44	New	+$1.11K	﹤0.01%	1063

Other funds holding PRIM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arax Advisory Partners's PRIM Position: Q2 2026 in Review

Arax Advisory Partners increased its Primoris Services (PRIM) stake by 418% in Q2 2026, buying an estimated $309K and bringing the position to 2,911 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #1995.

Arax Advisory Partners first reported a position in PRIM in Q4 2021 and has held it in 19 quarters since. The position peaked at $580K in Q3 2025. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

Arax Advisory Partners held 2,911 shares of Primoris Services worth $289K as of Q2 2026.
Arax Advisory Partners bought 2,349 Primoris Services shares in Q2 2026, an estimated $309K.
Primoris Services made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1995 holding.
Arax Advisory Partners first reported a position in Primoris Services in Q4 2021 and has held it in 19 quarters since.
Arax Advisory Partners's Primoris Services position peaked at $580K in Q3 2025.
449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.