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Maridea Wealth Management’s Primoris Services PRIM Stock Holding History

Maridea Wealth 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 		– Sell
-4,839
Closed -$601K – 494
2025
Q4 		$601K Buy
4,839
+2,536
+110% +$331K 0.09% 219
2025
Q3 		$320K Buy
+2,303
New +$247K 0.05% 314

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

Maridea Wealth Management's PRIM Position: Q1 2026 in Review

Maridea Wealth Management sold out of Primoris Services (PRIM) in Q1 2026, closing a stake of 4,839 shares — an estimated $601K sold.

Maridea Wealth Management first reported a position in PRIM in Q3 2025 and held it in 2 quarters. The position peaked at $601K in Q4 2025. 508 funds tracked by Wall St. Rank hold PRIM as of Q1 2026.

  • Maridea Wealth Management reported no remaining Primoris Services position as of Q1 2026 after selling out during the quarter.
  • Maridea Wealth Management sold 4,839 Primoris Services shares in Q1 2026, an estimated $601K.
  • Maridea Wealth Management first reported a position in Primoris Services in Q3 2025 and held it in 2 quarters.
  • Maridea Wealth Management's Primoris Services position peaked at $601K in Q4 2025.
  • 508 funds tracked by Wall St. Rank held Primoris Services as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.