Bolthouse Investments’s Primoris Services PRIM Stock Holding History

Bolthouse 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	$6.24M	Sell	63,000 -12,000	-16%	-$1.58M	5.06%	5
2026 Q1	$10.7M	Sell	75,000 -5,000	-6%	-$732K	9.7%	2
2025 Q4	$9.93M	Hold	80,000	–	–	8.83%	2
2025 Q3	$11M	Sell	80,000 -5,000	-6%	-$537K	9.96%	2
2025 Q2	$6.62M	Hold	85,000	–	–	6.56%	4
2025 Q1	$4.88M	Sell	85,000 -50,000	-37%	-$3.62M	5.09%	5
2024 Q4	$10.3M	Buy	+135,000	New	+$9.86M	9.53%	2

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

Bolthouse Investments's PRIM Position: Q2 2026 in Review

Bolthouse Investments reduced its Primoris Services (PRIM) stake by 16% in Q2 2026, selling an estimated $1.58M and leaving 63,000 shares worth $6.24M. The position accounts for 5.06% of the portfolio, ranked #5.

Bolthouse Investments first reported a position in PRIM in Q4 2024 and has held it in 7 quarters since. The position peaked at $11M in Q3 2025. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

Bolthouse Investments held 63,000 shares of Primoris Services worth $6.24M as of Q2 2026.
Bolthouse Investments sold 12,000 Primoris Services shares in Q2 2026, an estimated $1.58M.
Primoris Services made up 5.06% of Bolthouse Investments's portfolio in Q2 2026, its #5 holding.
Bolthouse Investments first reported a position in Primoris Services in Q4 2024 and has held it in 7 quarters since.
Bolthouse Investments's Primoris Services position peaked at $11M in Q3 2025.
449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Bolthouse Investments's 13F filing for Q2 2026, filed 11 Aug 2026.