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Valued Wealth Advisors’s Primoris Services PRIM Stock Holding History

Valued Wealth 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 		$1.69K Buy
+17
New +$2.23K ﹤0.01% 702

Other funds holding PRIM

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ADBIC
A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return
FDS
Freedom Day Solutions Houston, Texas $452M AUM 24.78% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Valued Wealth Advisors's PRIM Position: Q2 2026 in Review

Valued Wealth Advisors opened a new position in Primoris Services (PRIM) in Q2 2026: 17 shares worth $1.69K. The stake represents ﹤0.01% of the portfolio and ranks #702 among its holdings.

73 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • Valued Wealth Advisors held 17 shares of Primoris Services worth $1.69K as of Q2 2026.
  • Primoris Services was a new Valued Wealth Advisors position in Q2 2026.
  • Primoris Services made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #702 holding.
  • 73 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.