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Atria Investments’s Primoris Services PRIM Stock Holding History

Atria Investments’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
-7,676
Closed -$1.1M – 2234
2026
Q1 		$1.1M Sell
7,676
-17
-0.2% -$2.49K 0.01% 1005
2025
Q4 		$955K Sell
7,693
-1,559
-17% -$204K 0.01% 1094
2025
Q3 		$1.27M Buy
9,252
+592
+7% +$63.6K 0.01% 929
2025
Q2 		$675K Sell
8,660
-8,109
-48% -$550K 0.01% 1261
2025
Q1 		$963K Sell
16,769
-2,405
-13% -$174K 0.01% 1008
2024
Q4 		$1.46M Buy
19,174
+4,230
+28% +$309K 0.02% 808
2024
Q3 		$868K Buy
14,944
+1,684
+13% +$89.8K 0.01% 1043
2024
Q2 		$662K Buy
+13,260
New +$656K 0.01% 1162

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

Atria Investments's PRIM Position: Q2 2026 in Review

Atria Investments sold out of Primoris Services (PRIM) in Q2 2026, closing a stake of 7,676 shares — an estimated $1.1M sold.

Atria Investments first reported a position in PRIM in Q2 2024 and held it in 8 quarters. The position peaked at $1.46M in Q4 2024. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • Atria Investments reported no remaining Primoris Services position as of Q2 2026 after selling out during the quarter.
  • Atria Investments sold 7,676 Primoris Services shares in Q2 2026, an estimated $1.1M.
  • Atria Investments first reported a position in Primoris Services in Q2 2024 and held it in 8 quarters.
  • Atria Investments's Primoris Services position peaked at $1.46M in Q4 2024.
  • 449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.