AWM
PWR icon

Aviso Wealth Management’s Quanta Services PWR Stock Holding History

Aviso 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 		$2.33M Sell
3,241
-135
-4% -$92.3K 0.79% 27
2026
Q1 		$1.85M Hold
3,376
– – 0.84% 34
2025
Q4 		$1.42M Hold
3,376
– – 0.6% 39
2025
Q3 		$1.4M Sell
3,376
-136
-4% -$52.9K 0.61% 40
2025
Q2 		$1.33M Hold
3,512
– – 0.62% 41
2025
Q1 		$893K Hold
3,512
– – 0.47% 57
2024
Q4 		$1.11M Hold
3,512
– – 0.57% 48
2024
Q3 		$1.05M Hold
3,512
– – 0.57% 46
2024
Q2 		$892K Hold
3,512
– – 0.53% 47
2024
Q1 		$912K Buy
3,512
+1
+0% +$221 0.58% 47
2023
Q4 		$758K Buy
+3,511
New +$649K 0.55% 48

Other funds holding PWR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PP
Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Aviso Wealth Management reduced its Quanta Services (PWR) stake by 4% in Q2 2026, selling an estimated $92.3K and leaving 3,241 shares worth $2.33M. The position accounts for 0.79% of the portfolio, ranked #27.

Aviso Wealth Management first reported a position in PWR in Q4 2023 and has held it in 11 quarters since. 1,941 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Aviso Wealth Management held 3,241 shares of Quanta Services worth $2.33M as of Q2 2026.
  • Aviso Wealth Management sold 135 Quanta Services shares in Q2 2026, an estimated $92.3K.
  • Quanta Services made up 0.79% of Aviso Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Aviso Wealth Management first reported a position in Quanta Services in Q4 2023 and has held it in 11 quarters since.
  • 1,941 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.