Corient Private Wealth
PWR icon

Corient Private Wealth’s Quanta Services PWR Stock Holding History

Corient Private Wealth’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 		$151M Buy
210,091
+184,819
+731% +$126M 0.21% 93
2026
Q1 		$12.8M Buy
+25,272
New +$13M 0.02% 532
2025
Q4 		– Sell
-484,600
Closed -$197M – 2759
2025
Q3 		$197M Sell
484,600
-4,130
-0.8% -$1.61M 0.31% 65
2025
Q2 		$185M Buy
488,730
+5,113
+1% +$1.64M 0.25% 72
2025
Q1 		$123M Sell
483,617
-48,597
-9% -$14M 0.2% 115
2024
Q4 		$168M Sell
532,214
-36,897
-6% -$11.9M 0.28% 78
2024
Q3 		$170M Buy
569,111
+17,210
+3% +$4.55M 0.26% 84
2024
Q2 		$140M Sell
551,901
-23,242
-4% -$6.16M 0.24% 90
2024
Q1 		$149M Sell
575,143
-38,791
-6% -$8.58M 0.27% 87
2023
Q4 		$132M Buy
613,934
+545,534
+798% +$101M 0.24% 95
2023
Q3 		$12.8M Sell
68,400
-1,058
-2% -$212K 0.03% 435
2023
Q2 		$13.6M Buy
69,458
+678
+1% +$118K 0.03% 417
2023
Q1 		$11.5M Sell
68,780
-227,133
-77% -$34.9M 0.03% 415
2022
Q4 		$42.2M Buy
+295,913
New +$42M 0.15% 154

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

Corient Private Wealth's PWR Position: Q2 2026 in Review

Corient Private Wealth increased its Quanta Services (PWR) stake by 731% in Q2 2026, buying an estimated $126M and bringing the position to 210,091 shares worth $151M. The position accounts for 0.21% of the portfolio, ranked #93.

Corient Private Wealth first reported a position in PWR in Q4 2022 and has held it in 14 quarters since. The position peaked at $197M in Q3 2025. 1,939 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Corient Private Wealth held 210,091 shares of Quanta Services worth $151M as of Q2 2026.
  • Corient Private Wealth bought 184,819 Quanta Services shares in Q2 2026, an estimated $126M.
  • Quanta Services made up 0.21% of Corient Private Wealth's portfolio in Q2 2026, its #93 holding.
  • Corient Private Wealth first reported a position in Quanta Services in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Quanta Services position peaked at $197M in Q3 2025.
  • 1,939 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

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