Empirical Wealth Management’s Quanta Services PWR Stock Holding History

Empirical Wealth Management’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	$18.1M	Sell	25,100 -474	-2%	-$324K	0.26%	73
2026 Q1	$14M	Sell	25,574 -910	-3%	-$469K	0.24%	76
2025 Q4	$11.2M	Buy	26,484 +994	+4%	+$437K	0.2%	87
2025 Q3	$10.6M	Buy	25,490 +24,772	+3,450%	+$9.63M	0.21%	90
2025 Q2	$271K	Buy	+718	New	+$230K	0.01%	562
2025 Q1	–	Sell	-905	Closed	-$286K	–	700
2024 Q4	$286K	Buy	905 +161	+22%	+$51.8K	0.01%	511
2024 Q3	$222K	Buy	+744	New	+$197K	0.01%	525

Other funds holding PWR

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

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

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Empirical Wealth Management's PWR Position: Q2 2026 in Review

Empirical Wealth Management reduced its Quanta Services (PWR) stake by 1.9% in Q2 2026, selling an estimated $324K and leaving 25,100 shares worth $18.1M. The position accounts for 0.26% of the portfolio, ranked #73.

Empirical Wealth Management first reported a position in PWR in Q3 2024 and has held it in 7 quarters since. 704 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

Empirical Wealth Management held 25,100 shares of Quanta Services worth $18.1M as of Q2 2026.
Empirical Wealth Management sold 474 Quanta Services shares in Q2 2026, an estimated $324K.
Quanta Services made up 0.26% of Empirical Wealth Management's portfolio in Q2 2026, its #73 holding.
Empirical Wealth Management first reported a position in Quanta Services in Q3 2024 and has held it in 7 quarters since.
704 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.