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
Q2 		$3.12M Sell
31,488
-9,741
-24% -$1.28M ﹤0.01% 1749
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 $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

Creative Planning's PRIM Position: Q2 2026 in Review

Creative Planning reduced its Primoris Services (PRIM) stake by 24% in Q2 2026, selling an estimated $1.28M and leaving 31,488 shares worth $3.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1749.

Creative Planning first reported a position in PRIM in Q2 2013 and has held it in 18 quarters since. The position peaked at $5.9M in Q1 2026. 450 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • Creative Planning held 31,488 shares of Primoris Services worth $3.12M as of Q2 2026.
  • Creative Planning sold 9,741 Primoris Services shares in Q2 2026, an estimated $1.28M.
  • Primoris Services made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1749 holding.
  • Creative Planning first reported a position in Primoris Services in Q2 2013 and has held it in 18 quarters since.
  • Creative Planning's Primoris Services position peaked at $5.9M in Q1 2026.
  • 450 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.