Prelude Capital Management’s Primoris Services PRIM Stock Holding History

Prelude Capital 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
2025 Q2	–	Sell	-7,545	Closed	-$433K	–	1282
2025 Q1	$433K	Buy	+7,545	New	+$546K	0.03%	562
2024 Q3	–	Sell	-13,920	Closed	-$694K	–	1493
2024 Q2	$694K	Sell	13,920 -35,245	-72%	-$1.74M	0.05%	405
2024 Q1	$2.09M	Buy	49,165 +33,904	+222%	+$1.25M	0.11%	220
2023 Q4	$507K	Buy	15,261 +7,540	+98%	+$235K	0.03%	508
2023 Q3	$253K	Buy	+7,721	New	+$252K	0.02%	769
2019 Q1	–	Sell	-343	Closed	-$7K	–	2085
2018 Q4	$7K	Buy	+343	New	+$7.7K	﹤0.01%	1477
2018 Q1	–	Sell	-100	Closed	-$3K	–	1675
2017 Q4	$3K	Hold	100	–	–	﹤0.01%	1293
2017 Q3	$3K	Buy	+100	New	+$2.66K	﹤0.01%	1542
2017 Q2	–	Sell	-4,000	Closed	-$93K	–	1799
2017 Q1	$93K	Sell	4,000 -7,337	-65%	-$176K	0.01%	808
2016 Q4	$258K	Buy	11,337 +6,794	+150%	+$149K	0.03%	485
2016 Q3	$94K	Buy	+4,543	New	+$85.7K	0.01%	849

Other funds holding PRIM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Prelude Capital Management's PRIM Position: Q2 2025 in Review

Prelude Capital Management sold out of Primoris Services (PRIM) in Q2 2025, closing a stake of 7,545 shares — an estimated $433K sold.

Prelude Capital Management first reported a position in PRIM in Q3 2016 and held it in 11 quarters. The position peaked at $2.09M in Q1 2024. 387 funds tracked by Wall St. Rank hold PRIM as of Q2 2025.

Prelude Capital Management reported no remaining Primoris Services position as of Q2 2025 after selling out during the quarter.
Prelude Capital Management sold 7,545 Primoris Services shares in Q2 2025, an estimated $433K.
Prelude Capital Management first reported a position in Primoris Services in Q3 2016 and held it in 11 quarters.
Prelude Capital Management's Primoris Services position peaked at $2.09M in Q1 2024.
387 funds tracked by Wall St. Rank held Primoris Services as of Q2 2025.

Based on Prelude Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.