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Camelot Portfolios’s Primoris Services PRIM Stock Holding History

Camelot Portfolios’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
Q1 		– Sell
-1
Closed -$137 – 451
2025
Q4 		$137 Buy
+1
New +$131 ﹤0.01% 582
2025
Q2 		– Sell
-5,359
Closed -$308K – 215
2025
Q1 		$308K Buy
+5,359
New +$388K 0.19% 143
2024
Q3 		– Sell
-7,358
Closed -$367K – 453
2024
Q2 		$367K Buy
+7,358
New +$364K 0.21% 113
2024
Q1 		– Sell
-7,201
Closed -$239K – 189
2023
Q4 		$239K Buy
+7,201
New +$225K 0.14% 168

Other funds holding PRIM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Camelot Portfolios's PRIM Position: Q1 2026 in Review

Camelot Portfolios sold out of Primoris Services (PRIM) in Q1 2026, closing a stake of 1 share — an estimated $137 sold.

Camelot Portfolios first reported a position in PRIM in Q4 2023 and held it in 4 quarters. The position peaked at $367K in Q2 2024. 511 funds tracked by Wall St. Rank hold PRIM as of Q1 2026.

  • Camelot Portfolios reported no remaining Primoris Services position as of Q1 2026 after selling out during the quarter.
  • Camelot Portfolios sold 1 Primoris Services share in Q1 2026, an estimated $137.
  • Camelot Portfolios first reported a position in Primoris Services in Q4 2023 and held it in 4 quarters.
  • Camelot Portfolios's Primoris Services position peaked at $367K in Q2 2024.
  • 511 funds tracked by Wall St. Rank held Primoris Services as of Q1 2026.

Based on Camelot Portfolios's 13F filing for Q1 2026, filed 8 May 2026.