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BSW Wealth Partners’s Quanta Services PWR Stock Holding History

BSW Wealth Partners’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 		$1.06M Sell
1,472
-112
-7% -$76.6K 0.12% 103
2026
Q1 		$870K Sell
1,584
-52
-3% -$26.8K 0.11% 111
2025
Q4 		$691K Buy
1,636
+8
+0.5% +$3.52K 0.08% 141
2025
Q3 		$675K Sell
1,628
-105
-6% -$40.8K 0.08% 136
2025
Q2 		$655K Sell
1,733
-52
-3% -$16.7K 0.09% 128
2025
Q1 		$454K Buy
1,785
+628
+54% +$181K 0.07% 166
2024
Q4 		$366K Buy
1,157
+59
+5% +$19K 0.05% 202
2024
Q3 		$327K Buy
1,098
+24
+2% +$6.34K 0.05% 216
2024
Q2 		$273K Buy
1,074
+28
+3% +$7.42K 0.04% 228
2024
Q1 		$272K Sell
1,046
-651
-38% -$144K 0.05% 234
2023
Q4 		$366K Sell
1,697
-7
-0.4% -$1.29K 0.07% 165
2023
Q3 		$319K Sell
1,704
-323
-16% -$64.8K 0.07% 164
2023
Q2 		$398K Sell
2,027
-100
-5% -$17.5K 0.08% 138
2023
Q1 		$354K Sell
2,127
-205
-9% -$31.5K 0.07% 194
2022
Q4 		$332K Buy
2,332
+3
+0.1% +$426 0.07% 198
2022
Q3 		$297K Buy
+2,329
New +$318K 0.07% 186

Other funds holding PWR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SP
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
DC
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
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

BSW Wealth Partners's PWR Position: Q2 2026 in Review

BSW Wealth Partners reduced its Quanta Services (PWR) stake by 7.1% in Q2 2026, selling an estimated $76.6K and leaving 1,472 shares worth $1.06M. The position accounts for 0.12% of the portfolio, ranked #103.

BSW Wealth Partners first reported a position in PWR in Q3 2022 and has held it in 16 quarters since. 293 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • BSW Wealth Partners held 1,472 shares of Quanta Services worth $1.06M as of Q2 2026.
  • BSW Wealth Partners sold 112 Quanta Services shares in Q2 2026, an estimated $76.6K.
  • Quanta Services made up 0.12% of BSW Wealth Partners's portfolio in Q2 2026, its #103 holding.
  • BSW Wealth Partners first reported a position in Quanta Services in Q3 2022 and has held it in 16 quarters since.
  • 293 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

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