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Hel Ved Capital Management’s Primoris Services PRIM Stock Holding History

Hel Ved Capital Management’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
Q1 		$6.48M Sell
45,330
-50,445
-53% -$7.39M 0.77% 20
2025
Q4 		$11.9M Buy
95,775
+50,975
+114% +$6.66M 3.2% 8
2025
Q3 		$6.15M Buy
+44,800
New +$4.81M 1.3% 17

Other funds holding PRIM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Hel Ved Capital Management's PRIM Position: Q1 2026 in Review

Hel Ved Capital Management reduced its Primoris Services (PRIM) stake by 53% in Q1 2026, selling an estimated $7.39M and leaving 45,330 shares worth $6.48M. The position accounts for 0.77% of the portfolio, ranked #20.

Hel Ved Capital Management first reported a position in PRIM in Q3 2025 and has held it in 3 quarters since. The position peaked at $11.9M in Q4 2025. 508 funds tracked by Wall St. Rank hold PRIM as of Q1 2026.

  • Hel Ved Capital Management held 45,330 shares of Primoris Services worth $6.48M as of Q1 2026.
  • Hel Ved Capital Management sold 50,445 Primoris Services shares in Q1 2026, an estimated $7.39M.
  • Primoris Services made up 0.77% of Hel Ved Capital Management's portfolio in Q1 2026, its #20 holding.
  • Hel Ved Capital Management first reported a position in Primoris Services in Q3 2025 and has held it in 3 quarters since.
  • Hel Ved Capital Management's Primoris Services position peaked at $11.9M in Q4 2025.
  • 508 funds tracked by Wall St. Rank held Primoris Services as of Q1 2026.

Based on Hel Ved Capital Management's 13F filing for Q1 2026, filed 15 May 2026.