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Intentional Wealth Strategies’s Quanta Services PWR Stock Holding History

Intentional Wealth Strategies’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 		– Sell
-5
Closed -$2.75K – 695
2026
Q1 		$2.75K Buy
+5
New +$2.58K ﹤0.01% 605

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

Intentional Wealth Strategies's PWR Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Quanta Services (PWR) in Q2 2026, closing a stake of 5 shares — an estimated $2.75K sold.

Intentional Wealth Strategies first reported a position in PWR in Q1 2026 and held it in 1 quarter. The position peaked at $2.75K in Q1 2026. 1,926 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Quanta Services position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 5 Quanta Services shares in Q2 2026, an estimated $2.75K.
  • Intentional Wealth Strategies first reported a position in Quanta Services in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Quanta Services position peaked at $2.75K in Q1 2026.
  • 1,926 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.