Brown Financial Advisors’s Quanta Services PWR Stock Holding History

Brown Financial Advisors’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 Q1	$1.33M	Sell	2,430 -686	-22%	-$353K	0.51%	61
2025 Q4	$1.32M	Sell	3,116 -889	-22%	-$391K	0.48%	71
2025 Q3	$1.66M	Buy	4,005 +50	+1%	+$19.4K	0.61%	62
2025 Q2	$1.5M	Sell	3,955 -667	-14%	-$214K	0.58%	64
2025 Q1	$1.17M	Buy	4,622 +1,190	+35%	+$344K	0.48%	78
2024 Q4	$1.08M	Sell	3,432 -19	-0.6%	-$6.11K	0.44%	72
2024 Q3	$1.03M	Buy	3,451 +224	+7%	+$59.2K	0.42%	75
2024 Q2	$820K	Buy	+3,227	New	+$855K	0.37%	82

Other funds holding PWR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Brown Financial Advisors's PWR Position: Q1 2026 in Review

Brown Financial Advisors reduced its Quanta Services (PWR) stake by 22% in Q1 2026, selling an estimated $353K and leaving 2,430 shares worth $1.33M. The position accounts for 0.51% of the portfolio, ranked #61.

Brown Financial Advisors first reported a position in PWR in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.66M in Q3 2025. 1,733 funds tracked by Wall St. Rank hold PWR as of Q1 2026.

Brown Financial Advisors held 2,430 shares of Quanta Services worth $1.33M as of Q1 2026.
Brown Financial Advisors sold 686 Quanta Services shares in Q1 2026, an estimated $353K.
Quanta Services made up 0.51% of Brown Financial Advisors's portfolio in Q1 2026, its #61 holding.
Brown Financial Advisors first reported a position in Quanta Services in Q2 2024 and has held it in 8 quarters since.
Brown Financial Advisors's Quanta Services position peaked at $1.66M in Q3 2025.
1,733 funds tracked by Wall St. Rank held Quanta Services as of Q1 2026.

Based on Brown Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.