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Forum Financial Management’s Quanta Services PWR Stock Holding History

Forum Financial 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 		$615K Buy
854
+13
+2% +$8.89K 0.01% 183
2026
Q1 		$462K Sell
841
-1,945
-70% -$1M 0.01% 210
2025
Q4 		$1.18M Buy
2,786
+7
+0.3% +$3.08K 0.02% 218
2025
Q3 		$1.15M Sell
2,779
-106
-4% -$41.2K 0.02% 214
2025
Q2 		$1.09M Sell
2,885
-318
-10% -$102K 0.02% 203
2025
Q1 		$814K Sell
3,203
-636
-17% -$184K 0.01% 239
2024
Q4 		$1.21M Buy
3,839
+307
+9% +$98.8K 0.02% 178
2024
Q3 		$1.05M Buy
3,532
+20
+0.6% +$5.29K 0.02% 183
2024
Q2 		$892K Buy
3,512
+229
+7% +$60.7K 0.02% 193
2024
Q1 		$853K Sell
3,283
-16
-0.5% -$3.54K 0.01% 212
2023
Q4 		$712K Hold
3,299
– – 0.01% 211
2023
Q3 		$617K Hold
3,299
– – 0.01% 235
2023
Q2 		$648K Buy
3,299
+16
+0.5% +$2.79K 0.01% 235
2023
Q1 		$547K Buy
3,283
+25
+0.8% +$3.84K 0.02% 243
2022
Q4 		$464K Hold
3,258
– – 0.02% 269
2022
Q3 		$415K Hold
3,258
– – 0.02% 264
2022
Q2 		$408K Buy
+3,258
New +$400K 0.02% 273
2022
Q1 		– Sell
-3,258
Closed -$374K – 663
2021
Q4 		$374K Buy
+3,258
New +$376K 0.02% 330

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

Forum Financial Management's PWR Position: Q2 2026 in Review

Forum Financial Management increased its Quanta Services (PWR) stake by 1.5% in Q2 2026, buying an estimated $8.89K and bringing the position to 854 shares worth $615K. The position accounts for 0.01% of the portfolio, ranked #183.

Forum Financial Management first reported a position in PWR in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.21M in Q4 2024. 1,934 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Forum Financial Management held 854 shares of Quanta Services worth $615K as of Q2 2026.
  • Forum Financial Management bought 13 Quanta Services shares in Q2 2026, an estimated $8.89K.
  • Quanta Services made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #183 holding.
  • Forum Financial Management first reported a position in Quanta Services in Q4 2021 and has held it in 18 quarters since.
  • Forum Financial Management's Quanta Services position peaked at $1.21M in Q4 2024.
  • 1,934 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.