HFP
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Holistic Financial Partners's PWR Position: Q1 2026 in Review

Holistic Financial Partners held its Quanta Services (PWR) position steady in Q1 2026 at 621 shares worth $341K. The position accounts for 0.13% of the portfolio, ranked #80.

Holistic Financial Partners first reported a position in PWR in Q2 2025 and has held it in 4 quarters since. 1,733 funds tracked by Wall St. Rank hold PWR as of Q1 2026.

  • Holistic Financial Partners held 621 shares of Quanta Services worth $341K as of Q1 2026.
  • Holistic Financial Partners left its Quanta Services share count unchanged in Q1 2026.
  • Quanta Services made up 0.13% of Holistic Financial Partners's portfolio in Q1 2026, its #80 holding.
  • Holistic Financial Partners first reported a position in Quanta Services in Q2 2025 and has held it in 4 quarters since.
  • 1,733 funds tracked by Wall St. Rank held Quanta Services as of Q1 2026.

Based on Holistic Financial Partners's 13F filing for Q1 2026, filed 5 May 2026.