EWA
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EverSource Wealth Advisors’s Primoris Services PRIM Stock Holding History

EverSource 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 		$11K Sell
111
-2,345
-95% -$308K ﹤0.01% 2855
2026
Q1 		$351K Buy
2,456
+317
+15% +$46.4K 0.01% 766
2025
Q4 		$265K Buy
2,139
+177
+9% +$23.1K 0.01% 824
2025
Q3 		$269K Buy
1,962
+581
+42% +$62.4K 0.01% 772
2025
Q2 		$108K Buy
1,381
+1,342
+3,441% +$91K ﹤0.01% 1158
2025
Q1 		$2.24K Buy
39
+14
+56% +$1.01K ﹤0.01% 2872
2024
Q4 		$1.91K Buy
25
+15
+150% +$1.1K ﹤0.01% 2726
2024
Q3 		$581 Buy
+10
New +$533 ﹤0.01% 2840

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

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

EverSource Wealth Advisors reduced its Primoris Services (PRIM) stake by 95% in Q2 2026, selling an estimated $308K and leaving 111 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #2855.

EverSource Wealth Advisors first reported a position in PRIM in Q3 2024 and has held it in 8 quarters since. The position peaked at $351K in Q1 2026. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • EverSource Wealth Advisors held 111 shares of Primoris Services worth $11K as of Q2 2026.
  • EverSource Wealth Advisors sold 2,345 Primoris Services shares in Q2 2026, an estimated $308K.
  • Primoris Services made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2855 holding.
  • EverSource Wealth Advisors first reported a position in Primoris Services in Q3 2024 and has held it in 8 quarters since.
  • EverSource Wealth Advisors's Primoris Services position peaked at $351K in Q1 2026.
  • 449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

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