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Portside Wealth Group’s Primoris Services PRIM Stock Holding History

Portside Wealth Group’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 		– Sell
-5,120
Closed -$732K – 550
2026
Q1 		$732K Sell
5,120
-109
-2% -$16K 0.1% 204
2025
Q4 		$649K Buy
5,229
+619
+13% +$80.8K 0.09% 211
2025
Q3 		$633K Buy
4,610
+830
+22% +$89.1K 0.09% 222
2025
Q2 		$295K Buy
+3,780
New +$256K 0.04% 364

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

Portside Wealth Group's PRIM Position: Q2 2026 in Review

Portside Wealth Group sold out of Primoris Services (PRIM) in Q2 2026, closing a stake of 5,120 shares — an estimated $732K sold.

Portside Wealth Group first reported a position in PRIM in Q2 2025 and held it in 4 quarters. The position peaked at $732K in Q1 2026. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • Portside Wealth Group reported no remaining Primoris Services position as of Q2 2026 after selling out during the quarter.
  • Portside Wealth Group sold 5,120 Primoris Services shares in Q2 2026, an estimated $732K.
  • Portside Wealth Group first reported a position in Primoris Services in Q2 2025 and held it in 4 quarters.
  • Portside Wealth Group's Primoris Services position peaked at $732K in Q1 2026.
  • 449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.