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CreativeOne Wealth’s Primoris Services PRIM Stock Holding History

CreativeOne Wealth’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
-6,448
Closed -$922K – 1263
2026
Q1 		$922K Sell
6,448
-386
-6% -$56.5K 0.02% 606
2025
Q4 		$848K Sell
6,834
-771
-10% -$101K 0.02% 621
2025
Q3 		$1.04M Sell
7,605
-2,150
-22% -$231K 0.03% 531
2025
Q2 		$760K Buy
9,755
+301
+3% +$20.4K 0.02% 617
2025
Q1 		$543K Sell
9,454
-16
-0.2% -$1.16K 0.02% 662
2024
Q4 		$724K Buy
9,470
+3,608
+62% +$264K 0.02% 585
2024
Q3 		$340K Buy
+5,862
New +$313K 0.01% 744

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

CreativeOne Wealth's PRIM Position: Q2 2026 in Review

CreativeOne Wealth sold out of Primoris Services (PRIM) in Q2 2026, closing a stake of 6,448 shares — an estimated $922K sold.

CreativeOne Wealth first reported a position in PRIM in Q3 2024 and held it in 7 quarters. The position peaked at $1.04M in Q3 2025. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • CreativeOne Wealth reported no remaining Primoris Services position as of Q2 2026 after selling out during the quarter.
  • CreativeOne Wealth sold 6,448 Primoris Services shares in Q2 2026, an estimated $922K.
  • CreativeOne Wealth first reported a position in Primoris Services in Q3 2024 and held it in 7 quarters.
  • CreativeOne Wealth's Primoris Services position peaked at $1.04M in Q3 2025.
  • 449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.