Edgestream Partners’s Primoris Services PRIM Stock Holding History

Edgestream Partners’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	$610K	Buy	+6,150	New	+$809K	0.02%	756
2026 Q1	–	Sell	-23,505	Closed	-$2.92M	–	1061
2025 Q4	$2.92M	Buy	23,505 +5,277	+29%	+$689K	0.08%	431
2025 Q3	$2.5M	Sell	18,228 -85,896	-82%	-$9.22M	0.07%	465
2025 Q2	$8.12M	Buy	+104,124	New	+$7.06M	0.23%	142
2025 Q1	–	Sell	-14,937	Closed	-$1.14M	–	1013
2024 Q4	$1.14M	Buy	+14,937	New	+$1.09M	0.05%	538

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

Edgestream Partners's PRIM Position: Q2 2026 in Review

Edgestream Partners opened a new position in Primoris Services (PRIM) in Q2 2026: 6,150 shares worth $610K. The stake represents 0.02% of the portfolio and ranks #756 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in PRIM as recently as Q4 2025.

Edgestream Partners first reported a position in PRIM in Q4 2024 and has held it in 5 quarters since. The position peaked at $8.12M in Q2 2025. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

Edgestream Partners held 6,150 shares of Primoris Services worth $610K as of Q2 2026.
Primoris Services was a new Edgestream Partners position in Q2 2026.
Primoris Services made up 0.02% of Edgestream Partners's portfolio in Q2 2026, its #756 holding.
Edgestream Partners first reported a position in Primoris Services in Q4 2024 and has held it in 5 quarters since.
Edgestream Partners's Primoris Services position peaked at $8.12M in Q2 2025.
449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.