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Forvis Mazars Wealth Advisors’s Quanta Services PWR Stock Holding History

Forvis Mazars Wealth Advisors’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 		$17.8M Sell
24,714
-1,067
-4% -$729K 0.3% 43
2026
Q1 		$14.2M Sell
25,781
-1,566
-6% -$806K 0.27% 45
2025
Q4 		$11.5M Sell
27,347
-1,397
-5% -$614K 0.22% 53
2025
Q3 		$11.9M Sell
28,744
-1,225
-4% -$476K 0.24% 49
2025
Q2 		$11.3M Sell
29,969
-15
-0.1% -$4.82K 0.24% 51
2025
Q1 		$7.62M Buy
29,984
+1,596
+6% +$461K 0.18% 69
2024
Q4 		$8.97M Sell
28,388
-1,423
-5% -$458K 0.21% 60
2024
Q3 		$8.89M Sell
29,811
-255
-0.8% -$67.4K 0.2% 67
2024
Q2 		$7.64M Sell
30,066
-1,936
-6% -$513K 0.19% 68
2024
Q1 		$8.31M Sell
32,002
-783
-2% -$173K 0.21% 68
2023
Q4 		$7.08M Sell
32,785
-1,260
-4% -$233K 0.2% 69
2023
Q3 		$6.37M Sell
34,045
-10,181
-23% -$2.04M 0.19% 71
2023
Q2 		$8.69M Buy
44,226
+8,133
+23% +$1.42M 0.25% 68
2023
Q1 		$6.01M Buy
36,093
+1,096
+3% +$169K 0.2% 73
2022
Q4 		$4.99M Sell
34,997
-2,797
-7% -$397K 0.17% 84
2022
Q3 		$4.82M Sell
37,794
-1,098
-3% -$150K 0.19% 77
2022
Q2 		$4.88M Sell
38,892
-1,501
-4% -$184K 0.2% 70
2022
Q1 		$5.32M Buy
40,393
+1,263
+3% +$140K 0.23% 54
2021
Q4 		$4.49M Sell
39,130
-1,087
-3% -$125K 0.19% 55
2021
Q3 		$4.58M Sell
40,217
-599
-1% -$60K 0.21% 54
2021
Q2 		$3.7M Sell
40,816
-2,683
-6% -$252K 0.17% 60
2021
Q1 		$3.83M Sell
43,499
-659
-1% -$52.5K 0.19% 57
2020
Q4 		$3.18M Buy
44,158
+642
+1% +$42.3K 0.16% 69
2020
Q3 		$2.3M Buy
43,516
+10
+0% +$465 0.13% 81
2020
Q2 		$1.71M Buy
43,506
+20,212
+87% +$721K 0.11% 95
2020
Q1 		$739K Buy
23,294
+15,960
+218% +$593K 0.06% 136
2019
Q4 		$299K Buy
+7,334
New +$299K 0.02% 239

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

Forvis Mazars Wealth Advisors's PWR Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors reduced its Quanta Services (PWR) stake by 4.1% in Q2 2026, selling an estimated $729K and leaving 24,714 shares worth $17.8M. The position accounts for 0.3% of the portfolio, ranked #43.

Forvis Mazars Wealth Advisors first reported a position in PWR in Q4 2019 and has held it in 27 quarters since. 1,938 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 24,714 shares of Quanta Services worth $17.8M as of Q2 2026.
  • Forvis Mazars Wealth Advisors sold 1,067 Quanta Services shares in Q2 2026, an estimated $729K.
  • Quanta Services made up 0.3% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #43 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Quanta Services in Q4 2019 and has held it in 27 quarters since.
  • 1,938 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.