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Prosperity Wealth Management’s Primoris Services PRIM Stock Holding History

Prosperity 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
2025
Q4 		– Sell
-6,350
Closed -$872K – 283
2025
Q3 		$872K Buy
6,350
+275
+5% +$29.5K 0.3% 76
2025
Q2 		$473K Buy
6,075
+575
+10% +$39K 0.18% 126
2025
Q1 		$316K Buy
+5,500
New +$398K 0.15% 141

Other funds holding PRIM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Prosperity Wealth Management's PRIM Position: Q4 2025 in Review

Prosperity Wealth Management sold out of Primoris Services (PRIM) in Q4 2025, closing a stake of 6,350 shares — an estimated $872K sold.

Prosperity Wealth Management first reported a position in PRIM in Q1 2025 and held it in 3 quarters. The position peaked at $872K in Q3 2025. 481 funds tracked by Wall St. Rank hold PRIM as of Q4 2025.

  • Prosperity Wealth Management reported no remaining Primoris Services position as of Q4 2025 after selling out during the quarter.
  • Prosperity Wealth Management sold 6,350 Primoris Services shares in Q4 2025, an estimated $872K.
  • Prosperity Wealth Management first reported a position in Primoris Services in Q1 2025 and held it in 3 quarters.
  • Prosperity Wealth Management's Primoris Services position peaked at $872K in Q3 2025.
  • 481 funds tracked by Wall St. Rank held Primoris Services as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.