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Clearstead Advisors’s Primoris Services PRIM Stock Holding History

Clearstead 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
Q2 		$18.5K Buy
187
+83
+80% +$10.9K ﹤0.01% 1813
2026
Q1 		$14.8K Sell
104
-2,338
-96% -$342K ﹤0.01% 1513
2025
Q4 		$303K Buy
2,442
+1,469
+151% +$192K ﹤0.01% 812
2025
Q3 		$134K Sell
973
-75
-7% -$8.05K ﹤0.01% 973
2025
Q2 		$81.7K Buy
1,048
+790
+306% +$53.5K ﹤0.01% 1124
2025
Q1 		$14.8K Sell
258
-110
-30% -$7.95K ﹤0.01% 1497
2024
Q4 		$28.1K Sell
368
-51
-12% -$3.73K ﹤0.01% 1294
2024
Q3 		$24.3K Hold
419
– – ﹤0.01% 1373
2024
Q2 		$20.9K Buy
419
+316
+307% +$15.6K ﹤0.01% 1369
2024
Q1 		$5.08K Hold
103
– – ﹤0.01% 1173
2023
Q4 		$3.41K Buy
103
+1
+1% +$31 ﹤0.01% 1214
2023
Q3 		$3.35K Hold
102
– – ﹤0.01% 1135
2023
Q2 		$3.12K Hold
102
– – ﹤0.01% 1094
2023
Q1 		$2.52K Hold
102
– – ﹤0.01% 1101
2022
Q4 		$2.23K Buy
102
+1
+1% +$20 ﹤0.01% 1074
2022
Q3 		$2K Hold
101
– – ﹤0.01% 1095
2022
Q2 		$2K Hold
101
– – ﹤0.01% 1125
2022
Q1 		$2K Hold
101
– – ﹤0.01% 1227
2021
Q4 		$2K Sell
101
-629
-86% -$15.9K ﹤0.01% 1127
2021
Q3 		$18K Buy
730
+630
+630% +$16.9K ﹤0.01% 850
2021
Q2 		$3K Hold
100
– – ﹤0.01% 977
2021
Q1 		$3K Buy
+100
New +$3.29K ﹤0.01% 928

Other funds holding PRIM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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 $3.37T AUM 44.26% 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

Clearstead Advisors's PRIM Position: Q2 2026 in Review

Clearstead Advisors increased its Primoris Services (PRIM) stake by 80% in Q2 2026, buying an estimated $10.9K and bringing the position to 187 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1813.

Clearstead Advisors first reported a position in PRIM in Q1 2021 and has held it in 22 quarters since. The position peaked at $303K in Q4 2025. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • Clearstead Advisors held 187 shares of Primoris Services worth $18.5K as of Q2 2026.
  • Clearstead Advisors bought 83 Primoris Services shares in Q2 2026, an estimated $10.9K.
  • Primoris Services made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1813 holding.
  • Clearstead Advisors first reported a position in Primoris Services in Q1 2021 and has held it in 22 quarters since.
  • Clearstead Advisors's Primoris Services position peaked at $303K in Q4 2025.
  • 449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.