Accurate Wealth Management’s Quanta Services PWR Stock Holding History

Accurate Wealth Management’s Portfolio PWR Stock Details PWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$307K	Sell	466 -70	-13%	-$47.8K	0.03%	460
2026 Q1	$314K	Sell	536 -36	-6%	-$18.5K	0.04%	416
2025 Q4	$242K	Sell	572 -85	-13%	-$37.3K	0.03%	453
2025 Q3	$284K	Buy	657 +110	+20%	+$42.8K	0.04%	406
2025 Q2	$208K	Buy	+547	New	+$176K	0.03%	426
2023 Q1	–	Sell	-1,027	Closed	-$143K	–	1126
2022 Q4	$143K	Buy	+1,027	New	+$146K	0.05%	250

Other funds holding PWR

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Accurate Wealth Management's PWR Position: Q2 2026 in Review

Accurate Wealth Management reduced its Quanta Services (PWR) stake by 13% in Q2 2026, selling an estimated $47.8K and leaving 466 shares worth $307K. The position accounts for 0.03% of the portfolio, ranked #460.

Accurate Wealth Management first reported a position in PWR in Q4 2022 and has held it in 6 quarters since. The position peaked at $314K in Q1 2026. 695 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

Accurate Wealth Management held 466 shares of Quanta Services worth $307K as of Q2 2026.
Accurate Wealth Management sold 70 Quanta Services shares in Q2 2026, an estimated $47.8K.
Quanta Services made up 0.03% of Accurate Wealth Management's portfolio in Q2 2026, its #460 holding.
Accurate Wealth Management first reported a position in Quanta Services in Q4 2022 and has held it in 6 quarters since.
Accurate Wealth Management's Quanta Services position peaked at $314K in Q1 2026.
695 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.