Cerity Partners
PRIM icon

Cerity Partners’s Primoris Services PRIM Stock Holding History

Cerity 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
Q1 		$475K Buy
3,320
+37
+1% +$5.42K ﹤0.01% 2325
2025
Q4 		$408K Sell
3,283
-550
-14% -$71.8K ﹤0.01% 2232
2025
Q3 		$526K Buy
+3,833
New +$412K ﹤0.01% 1938

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 $2.9T AUM 29.55% 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

Cerity Partners's PRIM Position: Q1 2026 in Review

Cerity Partners increased its Primoris Services (PRIM) stake by 1.1% in Q1 2026, buying an estimated $5.42K and bringing the position to 3,320 shares worth $475K. The position accounts for ﹤0.01% of the portfolio, ranked #2325.

Cerity Partners first reported a position in PRIM in Q3 2025 and has held it in 3 quarters since. The position peaked at $526K in Q3 2025. 508 funds tracked by Wall St. Rank hold PRIM as of Q1 2026.

  • Cerity Partners held 3,320 shares of Primoris Services worth $475K as of Q1 2026.
  • Cerity Partners bought 37 Primoris Services shares in Q1 2026, an estimated $5.42K.
  • Primoris Services made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2325 holding.
  • Cerity Partners first reported a position in Primoris Services in Q3 2025 and has held it in 3 quarters since.
  • Cerity Partners's Primoris Services position peaked at $526K in Q3 2025.
  • 508 funds tracked by Wall St. Rank held Primoris Services as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.