Creative Planning
PRIM icon

Creative Planning’s Primoris Services PRIM Stock Holding History

Creative Planning’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 		$5.9M Buy
41,229
+10,409
+34% +$1.52M ﹤0.01% 1069
2025
Q4 		$3.83M Buy
30,820
+3,846
+14% +$502K ﹤0.01% 1200
2025
Q3 		$3.7M Buy
26,974
+9,571
+55% +$1.03M ﹤0.01% 1060
2025
Q2 		$1.36M Sell
17,403
-398
-2% -$27K ﹤0.01% 1615
2025
Q1 		$1.02M Buy
17,801
+3,463
+24% +$250K ﹤0.01% 1698
2024
Q4 		$1.1M Buy
14,338
+7,037
+96% +$514K ﹤0.01% 1585
2024
Q3 		$424K Buy
+7,301
New +$390K ﹤0.01% 2252
2016
Q3 		– Sell
-100
Closed -$2K – 4697
2016
Q2 		$2K Buy
+100
New +$2.16K ﹤0.01% 4040
2016
Q1 		– Sell
-40,000
Closed -$881K – 4472
2015
Q4 		$881K Buy
+40,000
New +$851K 0.01% 539
2015
Q2 		– Sell
-2,380
Closed -$41K – 2511
2015
Q1 		$41K Sell
2,380
-10,665
-82% -$208K ﹤0.01% 2166
2014
Q4 		$303K Sell
13,045
-26,223
-67% -$656K ﹤0.01% 932
2014
Q3 		$1.05M Sell
39,268
-24,355
-38% -$668K 0.01% 389
2014
Q2 		$1.83M Sell
63,623
-27,721
-30% -$802K 0.02% 245
2014
Q1 		$2.74M Sell
91,344
-6,630
-7% -$210K 0.04% 158
2013
Q4 		$3.05M Sell
97,974
-17,820
-15% -$488K 0.05% 136
2013
Q3 		$2.95M Sell
115,794
-25,357
-18% -$574K 0.06% 110
2013
Q2 		$2.78M Buy
+141,151
New +$3M 0.06% 101

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

Creative Planning's PRIM Position: Q1 2026 in Review

Creative Planning increased its Primoris Services (PRIM) stake by 34% in Q1 2026, buying an estimated $1.52M and bringing the position to 41,229 shares worth $5.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1069.

Creative Planning first reported a position in PRIM in Q2 2013 and has held it in 17 quarters since. 508 funds tracked by Wall St. Rank hold PRIM as of Q1 2026.

  • Creative Planning held 41,229 shares of Primoris Services worth $5.9M as of Q1 2026.
  • Creative Planning bought 10,409 Primoris Services shares in Q1 2026, an estimated $1.52M.
  • Primoris Services made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1069 holding.
  • Creative Planning first reported a position in Primoris Services in Q2 2013 and has held it in 17 quarters since.
  • 508 funds tracked by Wall St. Rank held Primoris Services as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.