Heartland Advisors’s Primoris Services PRIM Stock Holding History

Heartland 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	$5.95M	Hold	60,000	–	–	0.26%	153
2026 Q1	$8.58M	Hold	60,000	–	–	0.44%	90
2025 Q4	$7.45M	Sell	60,000 -30,000	-33%	-$3.92M	0.4%	100
2025 Q3	$12.4M	Sell	90,000 -10,000	-10%	-$1.07M	0.65%	54
2025 Q2	$7.79M	Hold	100,000	–	–	0.43%	94
2025 Q1	$5.74M	Sell	100,000 -100,000	-50%	-$7.23M	0.33%	130
2024 Q4	$15.3M	Hold	200,000	–	–	0.83%	33
2024 Q3	$11.6M	Hold	200,000	–	–	0.61%	60
2024 Q2	$9.98M	Hold	200,000	–	–	0.56%	67
2024 Q1	$8.51M	Buy	200,000 +25,000	+14%	+$923K	0.45%	92
2023 Q4	$5.81M	Buy	175,000 +50,000	+40%	+$1.56M	0.3%	124
2023 Q3	$4.09M	Buy	+125,000	New	+$4.09M	0.23%	144

Other funds holding PRIM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Heartland Advisors's PRIM Position: Q2 2026 in Review

Heartland Advisors held its Primoris Services (PRIM) position steady in Q2 2026 at 60,000 shares worth $5.95M. The position accounts for 0.26% of the portfolio, ranked #153.

Heartland Advisors first reported a position in PRIM in Q3 2023 and has held it in 12 quarters since. The position peaked at $15.3M in Q4 2024. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

Heartland Advisors held 60,000 shares of Primoris Services worth $5.95M as of Q2 2026.
Heartland Advisors left its Primoris Services share count unchanged in Q2 2026.
Primoris Services made up 0.26% of Heartland Advisors's portfolio in Q2 2026, its #153 holding.
Heartland Advisors first reported a position in Primoris Services in Q3 2023 and has held it in 12 quarters since.
Heartland Advisors's Primoris Services position peaked at $15.3M in Q4 2024.
449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Heartland Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.