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PRIM icon

Covestor’s Primoris Services PRIM Stock Holding History

Covestor’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 		$55K Sell
550
-143
-21% -$18.8K 0.03% 739
2026
Q1 		$99K Sell
693
-26
-4% -$3.81K 0.07% 294
2025
Q4 		$89K Buy
719
+85
+13% +$11.1K 0.05% 636
2025
Q3 		$87K Sell
634
-440
-41% -$47.2K 0.05% 655
2025
Q2 		$84K Buy
1,074
+892
+490% +$60.5K 0.05% 651
2025
Q1 		$10K Sell
182
-748
-80% -$54.1K 0.01% 1508
2024
Q4 		$71K Buy
930
+910
+4,550% +$66.5K 0.04% 717
2024
Q3 		$1K Sell
20
-7
-26% -$373 ﹤0.01% 2073
2024
Q2 		$1K Sell
27
-9
-25% -$445 ﹤0.01% 2097
2024
Q1 		$2K Sell
36
-2,263
-98% -$83.5K ﹤0.01% 1867
2023
Q4 		$76K Buy
2,299
+2,245
+4,157% +$70K 0.05% 660
2023
Q3 		$2K Sell
54
-23
-30% -$752 ﹤0.01% 1846
2023
Q2 		$2K Sell
77
-137
-64% -$3.67K ﹤0.01% 1859
2023
Q1 		$5K Sell
214
-70
-25% -$1.77K ﹤0.01% 1571
2022
Q4 		$6K Buy
284
+61
+27% +$1.23K ﹤0.01% 1531
2022
Q3 		$4K Buy
223
+10
+5% +$209 ﹤0.01% 1569
2022
Q2 		$5K Sell
213
-65
-23% -$1.56K ﹤0.01% 1418
2022
Q1 		$7K Buy
278
+78
+39% +$2.01K ﹤0.01% 1417
2021
Q4 		$5K Buy
+200
New +$5.05K 0.01% 1333

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

Covestor's PRIM Position: Q2 2026 in Review

Covestor reduced its Primoris Services (PRIM) stake by 21% in Q2 2026, selling an estimated $18.8K and leaving 550 shares worth $55K. The position accounts for 0.03% of the portfolio, ranked #739.

Covestor first reported a position in PRIM in Q4 2021 and has held it in 19 quarters since. The position peaked at $99K in Q1 2026. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • Covestor held 550 shares of Primoris Services worth $55K as of Q2 2026.
  • Covestor sold 143 Primoris Services shares in Q2 2026, an estimated $18.8K.
  • Primoris Services made up 0.03% of Covestor's portfolio in Q2 2026, its #739 holding.
  • Covestor first reported a position in Primoris Services in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Primoris Services position peaked at $99K in Q1 2026.
  • 449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.