Envestnet Portfolio Solutions
PRIM icon

Envestnet Portfolio Solutions’s Primoris Services PRIM Stock Holding History

Envestnet Portfolio Solutions’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
-1,679
Closed -$240K – 1421
2026
Q1 		$240K Sell
1,679
-2,199
-57% -$322K ﹤0.01% 1204
2025
Q4 		$481K Buy
3,878
+264
+7% +$34.5K ﹤0.01% 1079
2025
Q3 		$496K Sell
3,614
-215
-6% -$23.1K ﹤0.01% 1035
2025
Q2 		$298K Sell
3,829
-451
-11% -$30.6K ﹤0.01% 1338
2025
Q1 		$246K Buy
4,280
+169
+4% +$12.2K ﹤0.01% 1390
2024
Q4 		$314K Buy
+4,111
New +$300K ﹤0.01% 1483
2024
Q2 		– Sell
-4,787
Closed -$204K – 1683
2024
Q1 		$204K Buy
+4,787
New +$177K ﹤0.01% 1558

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

Envestnet Portfolio Solutions's PRIM Position: Q2 2026 in Review

Envestnet Portfolio Solutions sold out of Primoris Services (PRIM) in Q2 2026, closing a stake of 1,679 shares — an estimated $240K sold.

Envestnet Portfolio Solutions first reported a position in PRIM in Q1 2024 and held it in 7 quarters. The position peaked at $496K in Q3 2025. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • Envestnet Portfolio Solutions reported no remaining Primoris Services position as of Q2 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 1,679 Primoris Services shares in Q2 2026, an estimated $240K.
  • Envestnet Portfolio Solutions first reported a position in Primoris Services in Q1 2024 and held it in 7 quarters.
  • Envestnet Portfolio Solutions's Primoris Services position peaked at $496K in Q3 2025.
  • 449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.