Integrated Wealth Concepts
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Integrated Wealth Concepts’s Quanta Services PWR Stock Holding History

Integrated Wealth Concepts’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 		$26M Buy
36,163
+6,240
+21% +$4.27M 0.17% 117
2026
Q1 		$16.4M Buy
29,923
+3,839
+15% +$1.98M 0.13% 154
2025
Q4 		$11M Sell
26,084
-5,753
-18% -$2.53M 0.13% 149
2025
Q3 		$13.2M Buy
31,837
+2,351
+8% +$914K 0.12% 160
2025
Q2 		$11.1M Buy
29,486
+4,234
+17% +$1.36M 0.11% 173
2025
Q1 		$6.42M Buy
25,252
+424
+2% +$123K 0.07% 260
2024
Q4 		$7.85M Buy
24,828
+3,184
+15% +$1.02M 0.09% 213
2024
Q3 		$6.45M Buy
21,644
+16,595
+329% +$4.39M 0.08% 238
2024
Q2 		$1.28M Buy
5,049
+2,089
+71% +$554K 0.02% 647
2024
Q1 		$769K Buy
+2,960
New +$655K 0.01% 866

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Peconic Partners
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

Integrated Wealth Concepts's PWR Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Quanta Services (PWR) stake by 21% in Q2 2026, buying an estimated $4.27M and bringing the position to 36,163 shares worth $26M. The position accounts for 0.17% of the portfolio, ranked #117.

Integrated Wealth Concepts first reported a position in PWR in Q1 2024 and has held it in 10 quarters since. 1,945 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Integrated Wealth Concepts held 36,163 shares of Quanta Services worth $26M as of Q2 2026.
  • Integrated Wealth Concepts bought 6,240 Quanta Services shares in Q2 2026, an estimated $4.27M.
  • Quanta Services made up 0.17% of Integrated Wealth Concepts's portfolio in Q2 2026, its #117 holding.
  • Integrated Wealth Concepts first reported a position in Quanta Services in Q1 2024 and has held it in 10 quarters since.
  • 1,945 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.