Golden State Wealth Management’s Quanta Services PWR Stock Holding History

Golden State 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	$420K	Buy	583 +3	+0.5%	+$2.05K	0.04%	311
2026 Q1	$318K	Buy	580 +40	+7%	+$20.6K	0.03%	317
2025 Q4	$228K	Hold	540	–	–	0.02%	371
2025 Q3	$224K	Hold	540	–	–	0.02%	360
2025 Q2	$204K	Sell	540 -3	-0.6%	-$963	0.02%	356
2025 Q1	$138K	Sell	543 -14	-3%	-$4.05K	0.02%	384
2024 Q4	$176K	Buy	+557	New	+$179K	0.03%	341
2020 Q2	–	Sell	-100	Closed	-$3K	–	755
2020 Q1	$3K	Buy	+100	New	+$3.72K	﹤0.01%	819
2019 Q4	–	Sell	-100	Closed	-$4K	–	708
2019 Q3	$4K	Hold	100	–	–	﹤0.01%	898
2019 Q2	$3K	Hold	100	–	–	﹤0.01%	946
2019 Q1	$4K	Buy	+100	New	+$3.49K	﹤0.01%	951

Other funds holding PWR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Golden State Wealth Management's PWR Position: Q2 2026 in Review

Golden State Wealth Management increased its Quanta Services (PWR) stake by 0.52% in Q2 2026, buying an estimated $2.05K and bringing the position to 583 shares worth $420K. The position accounts for 0.04% of the portfolio, ranked #311.

Golden State Wealth Management first reported a position in PWR in Q1 2019 and has held it in 11 quarters since. 1,934 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

Golden State Wealth Management held 583 shares of Quanta Services worth $420K as of Q2 2026.
Golden State Wealth Management bought 3 Quanta Services shares in Q2 2026, an estimated $2.05K.
Quanta Services made up 0.04% of Golden State Wealth Management's portfolio in Q2 2026, its #311 holding.
Golden State Wealth Management first reported a position in Quanta Services in Q1 2019 and has held it in 11 quarters since.
1,934 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.