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Moran Wealth Management’s Primoris Services PRIM Stock Holding History

Moran 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
Q2 		$1.15M Buy
11,612
+2,980
+35% +$392K 0.03% 375
2026
Q1 		$1.23M Sell
8,632
-2,664
-24% -$390K 0.04% 343
2025
Q4 		$1.4M Buy
11,296
+660
+6% +$86.2K 0.04% 323
2025
Q3 		$1.46M Buy
10,636
+204
+2% +$21.9K 0.04% 307
2025
Q2 		$813K Buy
10,432
+773
+8% +$52.4K 0.03% 344
2025
Q1 		$555K Buy
+9,659
New +$698K 0.02% 370

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

Moran Wealth Management's PRIM Position: Q2 2026 in Review

Moran Wealth Management increased its Primoris Services (PRIM) stake by 35% in Q2 2026, buying an estimated $392K and bringing the position to 11,612 shares worth $1.15M. The position accounts for 0.03% of the portfolio, ranked #375.

Moran Wealth Management first reported a position in PRIM in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.46M in Q3 2025. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • Moran Wealth Management held 11,612 shares of Primoris Services worth $1.15M as of Q2 2026.
  • Moran Wealth Management bought 2,980 Primoris Services shares in Q2 2026, an estimated $392K.
  • Primoris Services made up 0.03% of Moran Wealth Management's portfolio in Q2 2026, its #375 holding.
  • Moran Wealth Management first reported a position in Primoris Services in Q1 2025 and has held it in 6 quarters since.
  • Moran Wealth Management's Primoris Services position peaked at $1.46M in Q3 2025.
  • 449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.