Mount Yale Investment Advisors’s Primoris Services PRIM Stock Holding History

Mount Yale Investment 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	$369K	Buy	+3,726	New	+$490K	0.01%	900

Other funds holding PRIM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mount Yale Investment Advisors's PRIM Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in Primoris Services (PRIM) in Q2 2026: 3,726 shares worth $369K. The stake represents 0.01% of the portfolio and ranks #900 among its holdings.

449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

Mount Yale Investment Advisors held 3,726 shares of Primoris Services worth $369K as of Q2 2026.
Primoris Services was a new Mount Yale Investment Advisors position in Q2 2026.
Primoris Services made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #900 holding.
449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.