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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
WTA
Washington Trust Advisors Wellesley, Massachusetts $1.35B AUM 28.4% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Elevation Wealth Partners's PWR Position: Q2 2026 in Review

Elevation Wealth Partners reduced its Quanta Services (PWR) stake by 7.9% in Q2 2026, selling an estimated $53.3K and leaving 911 shares worth $656K. The position accounts for 0.2% of the portfolio, ranked #69.

Elevation Wealth Partners first reported a position in PWR in Q1 2023 and has held it in 14 quarters since. 725 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Elevation Wealth Partners held 911 shares of Quanta Services worth $656K as of Q2 2026.
  • Elevation Wealth Partners sold 78 Quanta Services shares in Q2 2026, an estimated $53.3K.
  • Quanta Services made up 0.2% of Elevation Wealth Partners's portfolio in Q2 2026, its #69 holding.
  • Elevation Wealth Partners first reported a position in Quanta Services in Q1 2023 and has held it in 14 quarters since.
  • 725 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.