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Crestwood Advisors Group’s Quanta Services PWR Stock Holding History

Crestwood Advisors Group’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 		$71.7M Sell
99,628
-564
-0.6% -$386K 1.06% 22
2026
Q1 		$55M Sell
100,192
-830
-0.8% -$427K 0.93% 30
2025
Q4 		$42.6M Buy
101,022
+40
+0% +$17.6K 0.71% 41
2025
Q3 		$41.8M Sell
100,982
-786
-0.8% -$306K 0.71% 44
2025
Q2 		$38.5M Sell
101,768
-1,439
-1% -$462K 0.69% 47
2025
Q1 		$26.2M Sell
103,207
-1,766
-2% -$510K 0.5% 61
2024
Q4 		$33.2M Sell
104,973
-598
-0.6% -$192K 0.62% 47
2024
Q3 		$31.5M Buy
105,571
+3
+0% +$793 0.6% 54
2024
Q2 		$26.8M Sell
105,568
-561
-0.5% -$149K 0.55% 56
2024
Q1 		$27.6M Sell
106,129
-1,080
-1% -$239K 0.6% 53
2023
Q4 		$23.1M Buy
107,209
+2,271
+2% +$420K 0.54% 55
2023
Q3 		$19.6M Buy
+104,938
New +$21M 0.51% 56

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

Crestwood Advisors Group's PWR Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Quanta Services (PWR) stake by 0.56% in Q2 2026, selling an estimated $386K and leaving 99,628 shares worth $71.7M. The position accounts for 1.06% of the portfolio, ranked #22.

Crestwood Advisors Group first reported a position in PWR in Q3 2023 and has held it in 12 quarters since. 1,934 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Crestwood Advisors Group held 99,628 shares of Quanta Services worth $71.7M as of Q2 2026.
  • Crestwood Advisors Group sold 564 Quanta Services shares in Q2 2026, an estimated $386K.
  • Quanta Services made up 1.06% of Crestwood Advisors Group's portfolio in Q2 2026, its #22 holding.
  • Crestwood Advisors Group first reported a position in Quanta Services in Q3 2023 and has held it in 12 quarters since.
  • 1,934 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.