Elevation Wealth Partners’s Quanta Services PWR Stock Holding History

Elevation Wealth Partners’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 Q3	$587K	Buy	914 +3	+0.3%	+$1.94K	0.17%	80
2026 Q2	$656K	Sell	911 -78	-8%	-$53.3K	0.2%	69
2026 Q1	$543K	Buy	989 +1	+0.1%	+$515	0.19%	69
2025 Q4	$417K	Buy	988 +13	+1%	+$5.71K	0.15%	82
2025 Q3	$404K	Buy	975 +10	+1%	+$3.89K	0.15%	84
2025 Q2	$365K	Hold	965	–	–	0.14%	82
2025 Q1	$245K	Sell	965 -50	-5%	-$14.4K	0.11%	98
2024 Q4	$321K	Hold	1,015	–	–	0.14%	85
2024 Q3	$303K	Hold	1,015	–	–	0.13%	87
2024 Q2	$258K	Hold	1,015	–	–	0.12%	94
2024 Q1	$264K	Sell	1,015 -100	-9%	-$22.1K	0.13%	96
2023 Q4	$209K	Buy	1,115 +600	+117%	+$111K	0.13%	100
2023 Q3	$96.3K	Hold	515	–	–	0.08%	98
2023 Q2	$101K	Hold	515	–	–	0.09%	100
2023 Q1	$85.8K	Buy	+515	New	+$79.2K	0.08%	113

Other funds holding PWR

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

AIC

Argus Investors Counsel New York $129M AUM 31.03% 1-Year Est. Return

Elevation Wealth Partners's PWR Position: Q3 2026 in Review

Elevation Wealth Partners increased its Quanta Services (PWR) stake by 0.33% in Q3 2026, buying an estimated $1.94K and bringing the position to 914 shares worth $587K. The position accounts for 0.17% of the portfolio, ranked #80.

Elevation Wealth Partners first reported a position in PWR in Q1 2023 and has held it in 15 quarters since. The position peaked at $656K in Q2 2026. 90 funds tracked by Wall St. Rank hold PWR as of Q3 2026.

Elevation Wealth Partners held 914 shares of Quanta Services worth $587K as of Q3 2026.
Elevation Wealth Partners bought 3 Quanta Services shares in Q3 2026, an estimated $1.94K.
Quanta Services made up 0.17% of Elevation Wealth Partners's portfolio in Q3 2026, its #80 holding.
Elevation Wealth Partners first reported a position in Quanta Services in Q1 2023 and has held it in 15 quarters since.
Elevation Wealth Partners's Quanta Services position peaked at $656K in Q2 2026.
90 funds tracked by Wall St. Rank held Quanta Services as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.