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Gateway Wealth Partners’s Primoris Services PRIM Stock Holding History

Gateway Wealth 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 		– Sell
-3,875
Closed -$554K – 904
2026
Q1 		$554K Buy
3,875
+1,587
+69% +$232K 0.02% 546
2025
Q4 		$284K Hold
2,288
– – 0.03% 379
2025
Q3 		$314K Buy
+2,288
New +$246K 0.04% 311

Other funds holding PRIM

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Wellington Management Group
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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

Gateway Wealth Partners's PRIM Position: Q2 2026 in Review

Gateway Wealth Partners sold out of Primoris Services (PRIM) in Q2 2026, closing a stake of 3,875 shares — an estimated $554K sold.

Gateway Wealth Partners first reported a position in PRIM in Q3 2025 and held it in 3 quarters. The position peaked at $554K in Q1 2026. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • Gateway Wealth Partners reported no remaining Primoris Services position as of Q2 2026 after selling out during the quarter.
  • Gateway Wealth Partners sold 3,875 Primoris Services shares in Q2 2026, an estimated $554K.
  • Gateway Wealth Partners first reported a position in Primoris Services in Q3 2025 and held it in 3 quarters.
  • Gateway Wealth Partners's Primoris Services position peaked at $554K in Q1 2026.
  • 449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.