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EP Wealth Advisors’s Primoris Services PRIM Stock Holding History

EP Wealth 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 		– Sell
-1,987
Closed -$284K – 1848
2026
Q1 		$284K Buy
1,987
+7
+0.4% +$1.02K ﹤0.01% 1200
2025
Q4 		$246K Buy
+1,980
New +$259K ﹤0.01% 1254
2024
Q4 		– Sell
-4,105
Closed -$238K – 1306
2024
Q3 		$238K Buy
+4,105
New +$219K ﹤0.01% 960

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

EP Wealth Advisors's PRIM Position: Q2 2026 in Review

EP Wealth Advisors sold out of Primoris Services (PRIM) in Q2 2026, closing a stake of 1,987 shares — an estimated $284K sold.

EP Wealth Advisors first reported a position in PRIM in Q3 2024 and held it in 3 quarters. The position peaked at $284K in Q1 2026. 450 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • EP Wealth Advisors reported no remaining Primoris Services position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 1,987 Primoris Services shares in Q2 2026, an estimated $284K.
  • EP Wealth Advisors first reported a position in Primoris Services in Q3 2024 and held it in 3 quarters.
  • EP Wealth Advisors's Primoris Services position peaked at $284K in Q1 2026.
  • 450 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.