Lido Advisors
PRIM icon

Lido Advisors’s Primoris Services PRIM Stock Holding History

Lido 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 		$826K Buy
8,329
+394
+5% +$51.8K ﹤0.01% 1188
2026
Q1 		$1.14M Buy
7,935
+2,978
+60% +$436K ﹤0.01% 918
2025
Q4 		$681K Hold
4,957
– – ﹤0.01% 1164
2025
Q3 		$681K Sell
4,957
-575
-10% -$61.7K ﹤0.01% 1102
2025
Q2 		$432K Buy
5,532
+1,644
+42% +$111K ﹤0.01% 1163
2025
Q1 		$224K Buy
+3,888
New +$281K ﹤0.01% 1338

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

Lido Advisors's PRIM Position: Q2 2026 in Review

Lido Advisors increased its Primoris Services (PRIM) stake by 5% in Q2 2026, buying an estimated $51.8K and bringing the position to 8,329 shares worth $826K. The position accounts for ﹤0.01% of the portfolio, ranked #1188.

Lido Advisors first reported a position in PRIM in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.14M in Q1 2026. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • Lido Advisors held 8,329 shares of Primoris Services worth $826K as of Q2 2026.
  • Lido Advisors bought 394 Primoris Services shares in Q2 2026, an estimated $51.8K.
  • Primoris Services made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1188 holding.
  • Lido Advisors first reported a position in Primoris Services in Q1 2025 and has held it in 6 quarters since.
  • Lido Advisors's Primoris Services position peaked at $1.14M in Q1 2026.
  • 449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.