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Crestmont Private Wealth’s Quanta Services PWR Stock Holding History

Crestmont 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 		– Sell
-509
Closed -$279K – 116
2026
Q1 		$279K Hold
509
– – 0.09% 86
2025
Q4 		$215K Hold
509
– – 0.07% 90
2025
Q3 		$211K Buy
+509
New +$198K 0.07% 87
2024
Q4 		– Sell
-705
Closed -$210K – 111
2024
Q3 		$210K Buy
+705
New +$186K 0.09% 104

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 $3.38T AUM 44.17% 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

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

Crestmont Private Wealth sold out of Quanta Services (PWR) in Q2 2026, closing a stake of 509 shares — an estimated $279K sold.

Crestmont Private Wealth first reported a position in PWR in Q3 2024 and held it in 4 quarters. The position peaked at $279K in Q1 2026. 1,942 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Crestmont Private Wealth reported no remaining Quanta Services position as of Q2 2026 after selling out during the quarter.
  • Crestmont Private Wealth sold 509 Quanta Services shares in Q2 2026, an estimated $279K.
  • Crestmont Private Wealth first reported a position in Quanta Services in Q3 2024 and held it in 4 quarters.
  • Crestmont Private Wealth's Quanta Services position peaked at $279K in Q1 2026.
  • 1,942 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Crestmont Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.