Goldstein Advisors’s Quanta Services PWR Stock Holding History

Goldstein 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	$401K	Sell	557 -267	-32%	-$183K	0.04%	156
2026 Q1	$452K	Buy	824 +1	+0.1%	+$515	0.05%	112
2025 Q4	$347K	Hold	823	–	–	0.04%	134
2025 Q3	$341K	Hold	823	–	–	0.04%	128
2025 Q2	$311K	Sell	823 -6	-0.7%	-$1.93K	0.04%	127
2025 Q1	$211K	Sell	829 -67	-7%	-$19.4K	0.03%	175
2024 Q4	$283K	Buy	896 +10	+1%	+$3.22K	0.04%	141
2024 Q3	$264K	Buy	886 +20	+2%	+$5.29K	0.04%	143
2024 Q2	$220K	Buy	866 +19	+2%	+$5.03K	0.04%	148
2024 Q1	$220K	Buy	+847	New	+$187K	0.04%	145

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

Goldstein Advisors's PWR Position: Q2 2026 in Review

Goldstein Advisors reduced its Quanta Services (PWR) stake by 32% in Q2 2026, selling an estimated $183K and leaving 557 shares worth $401K. The position accounts for 0.04% of the portfolio, ranked #156.

Goldstein Advisors first reported a position in PWR in Q1 2024 and has held it in 10 quarters since. The position peaked at $452K in Q1 2026. 1,934 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

Goldstein Advisors held 557 shares of Quanta Services worth $401K as of Q2 2026.
Goldstein Advisors sold 267 Quanta Services shares in Q2 2026, an estimated $183K.
Quanta Services made up 0.04% of Goldstein Advisors's portfolio in Q2 2026, its #156 holding.
Goldstein Advisors first reported a position in Quanta Services in Q1 2024 and has held it in 10 quarters since.
Goldstein Advisors's Quanta Services position peaked at $452K in Q1 2026.
1,934 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.