IWA
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
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 $6.73T 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

Icon Wealth Advisors's PWR Position: Q2 2026 in Review

Icon Wealth Advisors reduced its Quanta Services (PWR) stake by 24% in Q2 2026, selling an estimated $365K and leaving 1,715 shares worth $1.23M. The position accounts for 0.07% of the portfolio, ranked #162.

Icon Wealth Advisors first reported a position in PWR in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.41M in Q1 2026. 1,939 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Icon Wealth Advisors held 1,715 shares of Quanta Services worth $1.23M as of Q2 2026.
  • Icon Wealth Advisors sold 534 Quanta Services shares in Q2 2026, an estimated $365K.
  • Quanta Services made up 0.07% of Icon Wealth Advisors's portfolio in Q2 2026, its #162 holding.
  • Icon Wealth Advisors first reported a position in Quanta Services in Q2 2024 and has held it in 9 quarters since.
  • Icon Wealth Advisors's Quanta Services position peaked at $1.41M in Q1 2026.
  • 1,939 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.