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Great Valley Advisor Group’s Primoris Services PRIM Stock Holding History

Great Valley Advisor Group’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
-1,557
Closed -$223K – 1091
2026
Q1 		$223K Buy
+1,557
New +$228K ﹤0.01% 919
2025
Q4 		– Sell
-2,237
Closed -$307K – 978
2025
Q3 		$307K Buy
+2,237
New +$240K 0.01% 767

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

Great Valley Advisor Group's PRIM Position: Q2 2026 in Review

Great Valley Advisor Group sold out of Primoris Services (PRIM) in Q2 2026, closing a stake of 1,557 shares — an estimated $223K sold.

Great Valley Advisor Group first reported a position in PRIM in Q3 2025 and held it in 2 quarters. The position peaked at $307K in Q3 2025. 450 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • Great Valley Advisor Group reported no remaining Primoris Services position as of Q2 2026 after selling out during the quarter.
  • Great Valley Advisor Group sold 1,557 Primoris Services shares in Q2 2026, an estimated $223K.
  • Great Valley Advisor Group first reported a position in Primoris Services in Q3 2025 and held it in 2 quarters.
  • Great Valley Advisor Group's Primoris Services position peaked at $307K in Q3 2025.
  • 450 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.