Circle Wealth Management’s Quanta Services PWR Stock Holding History

Circle 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	$243K	Buy	+338	New	+$231K	﹤0.01%	239

Other funds holding PWR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Circle Wealth Management opened a new position in Quanta Services (PWR) in Q2 2026: 338 shares worth $243K. The stake represents ﹤0.01% of the portfolio and ranks #239 among its holdings.

1,926 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

Circle Wealth Management held 338 shares of Quanta Services worth $243K as of Q2 2026.
Quanta Services was a new Circle Wealth Management position in Q2 2026.
Quanta Services made up ﹤0.01% of Circle Wealth Management's portfolio in Q2 2026, its #239 holding.
1,926 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.