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Venturi Wealth Management’s Primoris Services PRIM Stock Holding History

Venturi 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
2026
Q2 		– Sell
-1,875
Closed -$268K – 672
2026
Q1 		$268K Hold
1,875
– – 0.01% 502
2025
Q4 		$233K Hold
1,875
– – 0.01% 514
2025
Q3 		$257K Buy
+1,875
New +$201K 0.01% 476
2025
Q1 		– Sell
-1,875
Closed -$143K – 1505
2024
Q4 		$143K Buy
+1,875
New +$137K 0.01% 641

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
ADBIC
A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Venturi Wealth Management's PRIM Position: Q2 2026 in Review

Venturi Wealth Management sold out of Primoris Services (PRIM) in Q2 2026, closing a stake of 1,875 shares — an estimated $268K sold.

Venturi Wealth Management first reported a position in PRIM in Q4 2024 and held it in 4 quarters. The position peaked at $268K in Q1 2026. 56 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • Venturi Wealth Management reported no remaining Primoris Services position as of Q2 2026 after selling out during the quarter.
  • Venturi Wealth Management sold 1,875 Primoris Services shares in Q2 2026, an estimated $268K.
  • Venturi Wealth Management first reported a position in Primoris Services in Q4 2024 and held it in 4 quarters.
  • Venturi Wealth Management's Primoris Services position peaked at $268K in Q1 2026.
  • 56 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.