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Centric Wealth Management’s Quanta Services PWR Stock Holding History

Centric 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 		$448K Hold
592
– – 0.07% 144
2026
Q1 		$448K Buy
592
+125
+27% +$64.4K 0.09% 135
2025
Q4 		$223K Hold
467
– – 0.05% 183
2025
Q3 		$210K Buy
+467
New +$182K 0.05% 182

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

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

Centric Wealth Management held its Quanta Services (PWR) position steady in Q2 2026 at 592 shares worth $448K. The position accounts for 0.07% of the portfolio, ranked #144.

Centric Wealth Management first reported a position in PWR in Q3 2025 and has held it in 4 quarters since. 1,934 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Centric Wealth Management held 592 shares of Quanta Services worth $448K as of Q2 2026.
  • Centric Wealth Management left its Quanta Services share count unchanged in Q2 2026.
  • Quanta Services made up 0.07% of Centric Wealth Management's portfolio in Q2 2026, its #144 holding.
  • Centric Wealth Management first reported a position in Quanta Services in Q3 2025 and has held it in 4 quarters since.
  • 1,934 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Centric Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.