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Holistic Financial Partners’s Quanta Services PWR Stock Holding History

Holistic Financial Partners’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 		$434K Sell
603
-18
-3% -$12.3K 0.27% 54
2026
Q1 		$341K Hold
621
– – 0.13% 80
2025
Q4 		$262K Hold
621
– – 0.1% 110
2025
Q3 		$257K Buy
621
+6
+1% +$2.33K 0.11% 115
2025
Q2 		$233K Buy
+615
New +$197K 0.1% 109

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

Holistic Financial Partners's PWR Position: Q2 2026 in Review

Holistic Financial Partners reduced its Quanta Services (PWR) stake by 2.9% in Q2 2026, selling an estimated $12.3K and leaving 603 shares worth $434K. The position accounts for 0.27% of the portfolio, ranked #54.

Holistic Financial Partners first reported a position in PWR in Q2 2025 and has held it in 5 quarters since. 1,939 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Holistic Financial Partners held 603 shares of Quanta Services worth $434K as of Q2 2026.
  • Holistic Financial Partners sold 18 Quanta Services shares in Q2 2026, an estimated $12.3K.
  • Quanta Services made up 0.27% of Holistic Financial Partners's portfolio in Q2 2026, its #54 holding.
  • Holistic Financial Partners first reported a position in Quanta Services in Q2 2025 and has held it in 5 quarters since.
  • 1,939 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

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