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GoalVest Advisory’s Primoris Services PRIM Stock Holding History

GoalVest Advisory’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 		$2.87K Hold
29
– – ﹤0.01% 426
2026
Q1 		$4.15K Buy
+29
New +$4.25K ﹤0.01% 402

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

GoalVest Advisory's PRIM Position: Q2 2026 in Review

GoalVest Advisory held its Primoris Services (PRIM) position steady in Q2 2026 at 29 shares worth $2.87K. The position accounts for ﹤0.01% of the portfolio, ranked #426.

GoalVest Advisory first reported a position in PRIM in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.15K in Q1 2026. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • GoalVest Advisory held 29 shares of Primoris Services worth $2.87K as of Q2 2026.
  • GoalVest Advisory left its Primoris Services share count unchanged in Q2 2026.
  • Primoris Services made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #426 holding.
  • GoalVest Advisory first reported a position in Primoris Services in Q1 2026 and has held it in 2 quarters since.
  • GoalVest Advisory's Primoris Services position peaked at $4.15K in Q1 2026.
  • 449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.