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
Q2 		– Sell
-3,320
Closed -$475K – 3536
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

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Wellington Management Group
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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 $3.38T AUM 44.17% 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

Cerity Partners's PRIM Position: Q2 2026 in Review

Cerity Partners sold out of Primoris Services (PRIM) in Q2 2026, closing a stake of 3,320 shares — an estimated $475K sold.

Cerity Partners first reported a position in PRIM in Q3 2025 and held it in 3 quarters. The position peaked at $526K in Q3 2025. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • Cerity Partners reported no remaining Primoris Services position as of Q2 2026 after selling out during the quarter.
  • Cerity Partners sold 3,320 Primoris Services shares in Q2 2026, an estimated $475K.
  • Cerity Partners first reported a position in Primoris Services in Q3 2025 and held it in 3 quarters.
  • Cerity Partners's Primoris Services position peaked at $526K in Q3 2025.
  • 449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.