Aprio Wealth Management
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Aprio Wealth Management’s Quanta Services PWR Stock Holding History

Aprio 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
Q3 		$570K Sell
887
-16
-2% -$10.3K 0.03% 382
2026
Q2 		$650K Buy
903
+26
+3% +$17.8K 0.03% 323
2026
Q1 		$482K Buy
877
+136
+18% +$70K 0.03% 364
2025
Q4 		$313K Buy
741
+42
+6% +$18.5K 0.02% 428
2025
Q3 		$290K Buy
699
+54
+8% +$21K 0.03% 335
2025
Q2 		$244K Buy
+645
New +$207K 0.03% 346

Other funds holding PWR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Aprio Wealth Management's PWR Position: Q3 2026 in Review

Aprio Wealth Management reduced its Quanta Services (PWR) stake by 1.8% in Q3 2026, selling an estimated $10.3K and leaving 887 shares worth $570K. The position accounts for 0.03% of the portfolio, ranked #382.

Aprio Wealth Management first reported a position in PWR in Q2 2025 and has held it in 6 quarters since. The position peaked at $650K in Q2 2026. 1,143 funds tracked by Wall St. Rank hold PWR as of Q3 2026.

  • Aprio Wealth Management held 887 shares of Quanta Services worth $570K as of Q3 2026.
  • Aprio Wealth Management sold 16 Quanta Services shares in Q3 2026, an estimated $10.3K.
  • Quanta Services made up 0.03% of Aprio Wealth Management's portfolio in Q3 2026, its #382 holding.
  • Aprio Wealth Management first reported a position in Quanta Services in Q2 2025 and has held it in 6 quarters since.
  • Aprio Wealth Management's Quanta Services position peaked at $650K in Q2 2026.
  • 1,143 funds tracked by Wall St. Rank held Quanta Services as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.