Dana Investment Advisors’s Primoris Services PRIM Stock Holding History

Dana Investment 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	$8.24M	Sell	83,158 -5,294	-6%	-$696K	0.21%	115
2026 Q1	$12.7M	Sell	88,452 -8,983	-9%	-$1.32M	0.38%	57
2025 Q4	$12.1M	Sell	97,435 -8,853	-8%	-$1.16M	0.35%	61
2025 Q3	$14.6M	Sell	106,288 -53,027	-33%	-$5.69M	0.43%	51
2025 Q2	$12.4M	Sell	159,315 -2,461	-2%	-$167K	0.41%	53
2025 Q1	$9.29M	Sell	161,776 -11,676	-7%	-$844K	0.33%	68
2024 Q4	$13.3M	Sell	173,452 -37,227	-18%	-$2.72M	0.44%	50
2024 Q3	$12.2M	Sell	210,679 -37,986	-15%	-$2.03M	0.4%	53
2024 Q2	$12.4M	Sell	248,665 -28,215	-10%	-$1.4M	0.42%	58
2024 Q1	$11.8M	Buy	+276,880	New	+$10.2M	0.39%	71

Other funds holding PRIM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Dana Investment Advisors's PRIM Position: Q2 2026 in Review

Dana Investment Advisors reduced its Primoris Services (PRIM) stake by 6% in Q2 2026, selling an estimated $696K and leaving 83,158 shares worth $8.24M. The position accounts for 0.21% of the portfolio, ranked #115.

Dana Investment Advisors first reported a position in PRIM in Q1 2024 and has held it in 10 quarters since. The position peaked at $14.6M in Q3 2025. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

Dana Investment Advisors held 83,158 shares of Primoris Services worth $8.24M as of Q2 2026.
Dana Investment Advisors sold 5,294 Primoris Services shares in Q2 2026, an estimated $696K.
Primoris Services made up 0.21% of Dana Investment Advisors's portfolio in Q2 2026, its #115 holding.
Dana Investment Advisors first reported a position in Primoris Services in Q1 2024 and has held it in 10 quarters since.
Dana Investment Advisors's Primoris Services position peaked at $14.6M in Q3 2025.
449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.