Rothschild Investment LLC’s Primoris Services PRIM Stock Holding History

Rothschild Investment LLC’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	$17.1K	Buy	172 +4	+2%	+$526	﹤0.01%	1602
2026 Q1	$24.1K	Buy	168 +6	+4%	+$878	﹤0.01%	1348
2025 Q4	$20.1K	Buy	162 +2	+1%	+$261	﹤0.01%	1317
2025 Q3	$22K	Sell	160 -26	-14%	-$2.79K	﹤0.01%	1206
2025 Q2	$14.5K	Buy	186 +50	+37%	+$3.39K	﹤0.01%	1112
2025 Q1	$7.81K	Buy	136 +75	+123%	+$5.42K	﹤0.01%	1251
2024 Q4	$4.66K	Buy	61 +5	+9%	+$365	﹤0.01%	1368
2024 Q3	$3.25K	Buy	56 +30	+115%	+$1.6K	﹤0.01%	1468
2024 Q2	$1.3K	Buy	26 +20	+333%	+$990	﹤0.01%	1539
2024 Q1	$255	Buy	6 +5	+500%	+$185	﹤0.01%	1641
2023 Q4	$33	Buy	+1	New	+$31	﹤0.01%	1324
2020 Q1	–	Sell	-14,883	Closed	-$331K	–	452
2019 Q4	$331K	Buy	+14,883	New	+$319K	0.03%	345

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

Rothschild Investment LLC's PRIM Position: Q2 2026 in Review

Rothschild Investment LLC increased its Primoris Services (PRIM) stake by 2.4% in Q2 2026, buying an estimated $526 and bringing the position to 172 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1602.

Rothschild Investment LLC first reported a position in PRIM in Q4 2019 and has held it in 12 quarters since. The position peaked at $331K in Q4 2019. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

Rothschild Investment LLC held 172 shares of Primoris Services worth $17.1K as of Q2 2026.
Rothschild Investment LLC bought 4 Primoris Services shares in Q2 2026, an estimated $526.
Primoris Services made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1602 holding.
Rothschild Investment LLC first reported a position in Primoris Services in Q4 2019 and has held it in 12 quarters since.
Rothschild Investment LLC's Primoris Services position peaked at $331K in Q4 2019.
449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.