Inspire Investing’s Primoris Services PRIM Stock Holding History

Inspire Investing’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	$513K	Sell	3,589 -10,203	-74%	-$1.49M	0.03%	710
2025 Q4	$1.71M	Buy	13,792 +2,079	+18%	+$271K	0.15%	146
2025 Q3	$1.61M	Sell	11,713 -4,582	-28%	-$492K	0.16%	151
2025 Q2	$1.27M	Buy	16,295 +10,272	+171%	+$696K	0.14%	166
2025 Q1	$346K	Sell	6,023 -9,531	-61%	-$689K	0.04%	391
2024 Q4	$1.19M	Buy	15,554 +8,443	+119%	+$617K	0.13%	172
2024 Q3	$413K	Sell	7,111 -14,461	-67%	-$771K	0.04%	511
2024 Q2	$1.08M	Buy	21,572 +4,139	+24%	+$205K	0.12%	200
2024 Q1	$742K	Buy	17,433 +5,871	+51%	+$217K	0.08%	274
2023 Q4	$384K	Buy	11,562 +2,177	+23%	+$67.9K	0.04%	548
2023 Q3	$307K	Buy	+9,385	New	+$307K	0.04%	537

Other funds holding PRIM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return