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Prudent Man Advisors’s Primoris Services PRIM Stock Holding History

Prudent Man 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 		– Sell
-1,464
Closed -$209K – 149
2026
Q1 		$209K Buy
+1,464
New +$214K 0.06% 132
2025
Q4 		– Sell
-1,514
Closed -$208K – 139
2025
Q3 		$208K Buy
+1,514
New +$163K 0.08% 131
2025
Q1 		– Sell
-3,273
Closed -$250K – 177
2024
Q4 		$250K Sell
3,273
-339
-9% -$24.8K 0.09% 138
2024
Q3 		$210K Buy
+3,612
New +$193K 0.07% 164

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

Prudent Man Advisors's PRIM Position: Q2 2026 in Review

Prudent Man Advisors sold out of Primoris Services (PRIM) in Q2 2026, closing a stake of 1,464 shares — an estimated $209K sold.

Prudent Man Advisors first reported a position in PRIM in Q3 2024 and held it in 4 quarters. The position peaked at $250K in Q4 2024. 450 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • Prudent Man Advisors reported no remaining Primoris Services position as of Q2 2026 after selling out during the quarter.
  • Prudent Man Advisors sold 1,464 Primoris Services shares in Q2 2026, an estimated $209K.
  • Prudent Man Advisors first reported a position in Primoris Services in Q3 2024 and held it in 4 quarters.
  • Prudent Man Advisors's Primoris Services position peaked at $250K in Q4 2024.
  • 450 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Prudent Man Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.