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Crewe Advisors’s Primoris Services PRIM Stock Holding History

Crewe 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 		$7.33K Sell
74
-152
-67% -$20K ﹤0.01% 817
2026
Q1 		$32.3K Buy
226
+62
+38% +$9.08K ﹤0.01% 427
2025
Q4 		$20.4K Buy
164
+16
+11% +$2.09K ﹤0.01% 486
2025
Q3 		$20.3K Buy
+148
New +$15.9K ﹤0.01% 492

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

Crewe Advisors's PRIM Position: Q2 2026 in Review

Crewe Advisors reduced its Primoris Services (PRIM) stake by 67% in Q2 2026, selling an estimated $20K and leaving 74 shares worth $7.33K. The position accounts for ﹤0.01% of the portfolio, ranked #817.

Crewe Advisors first reported a position in PRIM in Q3 2025 and has held it in 4 quarters since. The position peaked at $32.3K in Q1 2026. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • Crewe Advisors held 74 shares of Primoris Services worth $7.33K as of Q2 2026.
  • Crewe Advisors sold 152 Primoris Services shares in Q2 2026, an estimated $20K.
  • Primoris Services made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #817 holding.
  • Crewe Advisors first reported a position in Primoris Services in Q3 2025 and has held it in 4 quarters since.
  • Crewe Advisors's Primoris Services position peaked at $32.3K in Q1 2026.
  • 449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.