Wealth Enhancement Advisory Services’s Primoris Services PRIM Stock Holding History

Wealth Enhancement Advisory Services’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	$788K	Sell	9,101 -14	-0.2%	-$1.84K	﹤0.01%	2268
2026 Q1	$1.35M	Buy	9,115 +350	+4%	+$51.2K	﹤0.01%	1619
2025 Q4	$1.13M	Buy	8,765 +4,208	+92%	+$549K	﹤0.01%	1873
2025 Q3	$626K	Buy	4,557 +209	+5%	+$22.4K	﹤0.01%	2184
2025 Q2	$368K	Buy	+4,348	New	+$295K	﹤0.01%	2456
2025 Q1	–	Sell	-2,620	Closed	-$200K	–	3120
2024 Q4	$200K	Buy	+2,620	New	+$191K	﹤0.01%	2693

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

Wealth Enhancement Advisory Services's PRIM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Primoris Services (PRIM) stake by 0.15% in Q2 2026, selling an estimated $1.84K and leaving 9,101 shares worth $788K. The position accounts for ﹤0.01% of the portfolio, ranked #2268.

Wealth Enhancement Advisory Services first reported a position in PRIM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.35M in Q1 2026. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

Wealth Enhancement Advisory Services held 9,101 shares of Primoris Services worth $788K as of Q2 2026.
Wealth Enhancement Advisory Services sold 14 Primoris Services shares in Q2 2026, an estimated $1.84K.
Primoris Services made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2268 holding.
Wealth Enhancement Advisory Services first reported a position in Primoris Services in Q4 2024 and has held it in 6 quarters since.
Wealth Enhancement Advisory Services's Primoris Services position peaked at $1.35M in Q1 2026.
449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.