Capstone Investment Advisors
PRIM icon

Capstone Investment Advisors’s Primoris Services PRIM Stock Holding History

Capstone Investment 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
Q1 		$351K Sell
2,451
-1,680
-41% -$246K ﹤0.01% 1305
2025
Q4 		$513K Sell
4,131
-1,546
-27% -$202K ﹤0.01% 1138
2025
Q3 		$780K Buy
+5,677
New +$610K ﹤0.01% 1132

Other funds holding PRIM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capstone Investment Advisors's PRIM Position: Q1 2026 in Review

Capstone Investment Advisors reduced its Primoris Services (PRIM) stake by 41% in Q1 2026, selling an estimated $246K and leaving 2,451 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #1305.

Capstone Investment Advisors first reported a position in PRIM in Q3 2025 and has held it in 3 quarters since. The position peaked at $780K in Q3 2025. 509 funds tracked by Wall St. Rank hold PRIM as of Q1 2026.

  • Capstone Investment Advisors held 2,451 shares of Primoris Services worth $351K as of Q1 2026.
  • Capstone Investment Advisors sold 1,680 Primoris Services shares in Q1 2026, an estimated $246K.
  • Primoris Services made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1305 holding.
  • Capstone Investment Advisors first reported a position in Primoris Services in Q3 2025 and has held it in 3 quarters since.
  • Capstone Investment Advisors's Primoris Services position peaked at $780K in Q3 2025.
  • 509 funds tracked by Wall St. Rank held Primoris Services as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.