Toth Financial Advisory’s Primoris Services PRIM Stock Holding History

Toth Financial Advisory’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	-10	Closed	-$1.43K	–	981
2026 Q1	$1.43K	Buy	+10	New	+$1.46K	﹤0.01%	755

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

Toth Financial Advisory's PRIM Position: Q2 2026 in Review

Toth Financial Advisory sold out of Primoris Services (PRIM) in Q2 2026, closing a stake of 10 shares — an estimated $1.43K sold.

Toth Financial Advisory first reported a position in PRIM in Q1 2026 and held it in 1 quarter. The position peaked at $1.43K in Q1 2026. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

Toth Financial Advisory reported no remaining Primoris Services position as of Q2 2026 after selling out during the quarter.
Toth Financial Advisory sold 10 Primoris Services shares in Q2 2026, an estimated $1.43K.
Toth Financial Advisory first reported a position in Primoris Services in Q1 2026 and held it in 1 quarter.
Toth Financial Advisory's Primoris Services position peaked at $1.43K in Q1 2026.
449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.