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Diversified Trust’s Quanta Services PWR Stock Holding History

Diversified Trust’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 		$4.46M Sell
6,191
-1,207
-16% -$825K 0.07% 149
2026
Q1 		$4.06M Buy
7,398
+681
+10% +$351K 0.08% 143
2025
Q4 		$2.83M Buy
6,717
+1,244
+23% +$547K 0.05% 191
2025
Q3 		$2.27M Buy
5,473
+4,533
+482% +$1.76M 0.05% 229
2025
Q2 		$355K Buy
940
+18
+2% +$5.78K 0.01% 701
2025
Q1 		$234K Buy
922
+6
+0.7% +$1.73K 0.01% 806
2024
Q4 		$290K Sell
916
-32
-3% -$10.3K 0.01% 754
2024
Q3 		$283K Buy
948
+51
+6% +$13.5K 0.01% 743
2024
Q2 		$228K Sell
897
-365
-29% -$96.7K 0.01% 754
2024
Q1 		$328K Buy
+1,262
New +$279K 0.01% 636
2023
Q4 		– Sell
-1,180
Closed -$221K – 934
2023
Q3 		$221K Buy
+1,180
New +$237K 0.01% 717

Other funds holding PWR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return
AAM
AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Diversified Trust's PWR Position: Q2 2026 in Review

Diversified Trust reduced its Quanta Services (PWR) stake by 16% in Q2 2026, selling an estimated $825K and leaving 6,191 shares worth $4.46M. The position accounts for 0.07% of the portfolio, ranked #149.

Diversified Trust first reported a position in PWR in Q3 2023 and has held it in 11 quarters since. 432 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Diversified Trust held 6,191 shares of Quanta Services worth $4.46M as of Q2 2026.
  • Diversified Trust sold 1,207 Quanta Services shares in Q2 2026, an estimated $825K.
  • Quanta Services made up 0.07% of Diversified Trust's portfolio in Q2 2026, its #149 holding.
  • Diversified Trust first reported a position in Quanta Services in Q3 2023 and has held it in 11 quarters since.
  • 432 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.