Corient IA’s Quanta Services PWR Stock Holding History

Corient IA’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	$1.17M	Hold	1,620	–	–	1.08%	17
2026 Q1	$889K	Sell	1,620 -380	-19%	-$196K	0.84%	17
2025 Q4	$844K	Hold	2,000	–	–	0.79%	24
2025 Q3	$829K	Hold	2,000	–	–	0.62%	37
2025 Q2	$756K	Hold	2,000	–	–	0.45%	62
2025 Q1	$508K	Buy	+2,000	New	+$578K	0.36%	101

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

Corient IA's PWR Position: Q2 2026 in Review

Corient IA held its Quanta Services (PWR) position steady in Q2 2026 at 1,620 shares worth $1.17M. The position accounts for 1.08% of the portfolio, ranked #17.

Corient IA first reported a position in PWR in Q1 2025 and has held it in 6 quarters since. 1,939 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

Corient IA held 1,620 shares of Quanta Services worth $1.17M as of Q2 2026.
Corient IA left its Quanta Services share count unchanged in Q2 2026.
Quanta Services made up 1.08% of Corient IA's portfolio in Q2 2026, its #17 holding.
Corient IA first reported a position in Quanta Services in Q1 2025 and has held it in 6 quarters since.
1,939 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Corient IA's 13F filing for Q2 2026, filed 12 Aug 2026.