Icon Wealth Advisors
PWR icon

Icon Wealth Advisors’s Quanta Services PWR Stock Holding History

Icon 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
Q3 		$1.46M Buy
2,277
+562
+33% +$362K 0.09% 144
2026
Q2 		$1.23M Sell
1,715
-534
-24% -$365K 0.07% 162
2026
Q1 		$1.41M Buy
2,249
+516
+30% +$266K 0.09% 137
2025
Q4 		$731K Buy
1,733
+21
+1% +$9.23K 0.05% 210
2025
Q3 		$709K Sell
1,712
-101
-6% -$39.3K 0.05% 216
2025
Q2 		$686K Buy
1,813
+86
+5% +$27.6K 0.05% 215
2025
Q1 		$439K Buy
1,727
+368
+27% +$106K 0.04% 231
2024
Q4 		$430K Buy
1,359
+329
+32% +$106K 0.04% 234
2024
Q3 		$307K Hold
1,030
– – 0.03% 294
2024
Q2 		$273K Buy
+1,030
New +$273K 0.02% 290

Other funds holding PWR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Icon Wealth Advisors's PWR Position: Q3 2026 in Review

Icon Wealth Advisors increased its Quanta Services (PWR) stake by 33% in Q3 2026, buying an estimated $362K and bringing the position to 2,277 shares worth $1.46M. The position accounts for 0.09% of the portfolio, ranked #144.

Icon Wealth Advisors first reported a position in PWR in Q2 2024 and has held it in 10 quarters since. 1,629 funds tracked by Wall St. Rank hold PWR as of Q3 2026.

  • Icon Wealth Advisors held 2,277 shares of Quanta Services worth $1.46M as of Q3 2026.
  • Icon Wealth Advisors bought 562 Quanta Services shares in Q3 2026, an estimated $362K.
  • Quanta Services made up 0.09% of Icon Wealth Advisors's portfolio in Q3 2026, its #144 holding.
  • Icon Wealth Advisors first reported a position in Quanta Services in Q2 2024 and has held it in 10 quarters since.
  • 1,629 funds tracked by Wall St. Rank held Quanta Services as of Q3 2026.

Based on Icon Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.