GRP
PRIM icon

Global Retirement Partners’s Primoris Services PRIM Stock Holding History

Global Retirement 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
2025
Q4 		$80.7K Sell
650
-308
-32% -$40.2K ﹤0.01% 2042
2025
Q3 		$132K Buy
958
+692
+260% +$74.3K ﹤0.01% 1385
2025
Q2 		$20.7K Buy
+266
New +$18K ﹤0.01% 2270
2024
Q4 		$5.96K Hold
78
– – ﹤0.01% 2613
2024
Q3 		$4.53K Sell
78
-6
-7% -$320 ﹤0.01% 2606
2024
Q2 		$4.19K Sell
84
-29
-26% -$1.44K ﹤0.01% 2687
2024
Q1 		$4.81K Hold
113
– – ﹤0.01% 2415
2023
Q4 		$3.71K Hold
113
– – ﹤0.01% 2442
2023
Q3 		$3.51K Sell
113
-5
-4% -$163 ﹤0.01% 2321
2023
Q2 		$3.6K Hold
118
– – ﹤0.01% 2332
2023
Q1 		$2.9K Hold
118
– – ﹤0.01% 2367
2022
Q4 		$2.59K Hold
118
– – ﹤0.01% 2264
2022
Q3 		$2K Buy
118
+8
+7% +$167 ﹤0.01% 2292
2022
Q2 		$2K Hold
110
– – ﹤0.01% 2248
2022
Q1 		$3K Buy
+110
New +$2.83K ﹤0.01% 2090
2021
Q4 		– Sell
-1,552
Closed -$38K – 1379
2021
Q3 		$38K Buy
1,552
+349
+29% +$9.38K ﹤0.01% 948
2021
Q2 		$35K Buy
1,203
+440
+58% +$14.2K ﹤0.01% 997
2021
Q1 		$25K Buy
+763
New +$25.1K ﹤0.01% 1037
2018
Q3 		– Sell
-32
Closed -$1K – 1568
2018
Q2 		$1K Hold
32
– – ﹤0.01% 1483
2018
Q1 		$1K Hold
32
– – ﹤0.01% 1433
2017
Q4 		$1K Buy
+32
New +$890 ﹤0.01% 1391

Other funds holding PRIM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Global Retirement Partners's PRIM Position: Q4 2025 in Review

Global Retirement Partners reduced its Primoris Services (PRIM) stake by 32% in Q4 2025, selling an estimated $40.2K and leaving 650 shares worth $80.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2042.

Global Retirement Partners first reported a position in PRIM in Q4 2017 and has held it in 21 quarters since. The position peaked at $132K in Q3 2025. 481 funds tracked by Wall St. Rank hold PRIM as of Q4 2025.

  • Global Retirement Partners held 650 shares of Primoris Services worth $80.7K as of Q4 2025.
  • Global Retirement Partners sold 308 Primoris Services shares in Q4 2025, an estimated $40.2K.
  • Primoris Services made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2042 holding.
  • Global Retirement Partners first reported a position in Primoris Services in Q4 2017 and has held it in 21 quarters since.
  • Global Retirement Partners's Primoris Services position peaked at $132K in Q3 2025.
  • 481 funds tracked by Wall St. Rank held Primoris Services as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.