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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
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 $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

Integrated Wealth Concepts's PWR Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Quanta Services (PWR) stake by 15% in Q1 2026, buying an estimated $1.98M and bringing the position to 29,923 shares worth $16.4M. The position accounts for 0.13% of the portfolio, ranked #154.

Integrated Wealth Concepts first reported a position in PWR in Q1 2024 and has held it in 9 quarters since. 1,733 funds tracked by Wall St. Rank hold PWR as of Q1 2026.

  • Integrated Wealth Concepts held 29,923 shares of Quanta Services worth $16.4M as of Q1 2026.
  • Integrated Wealth Concepts bought 3,839 Quanta Services shares in Q1 2026, an estimated $1.98M.
  • Quanta Services made up 0.13% of Integrated Wealth Concepts's portfolio in Q1 2026, its #154 holding.
  • Integrated Wealth Concepts first reported a position in Quanta Services in Q1 2024 and has held it in 9 quarters since.
  • 1,733 funds tracked by Wall St. Rank held Quanta Services as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.