Joho Capital’s Quanta Services PWR Stock Holding History

Joho Capital’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	–	Sell	-4,110	Closed	-$1.73M	–	12
2025 Q4	$1.73M	Sell	4,110 -112,383	-96%	-$49.4M	0.37%	8
2025 Q3	$48.3M	Sell	116,493 -112,700	-49%	-$43.8M	8.58%	6
2025 Q2	$86.7M	Hold	229,193	–	–	12.21%	4
2025 Q1	$58.2M	Sell	229,193 -18,450	-7%	-$5.33M	10.06%	5
2024 Q4	$78.3M	Sell	247,643 -42,500	-15%	-$13.7M	13.58%	4
2024 Q3	$86.5M	Hold	290,143	–	–	13.66%	3
2024 Q2	$73.7M	Hold	290,143	–	–	10.43%	4
2024 Q1	$75.4M	Hold	290,143	–	–	10.45%	4
2023 Q4	$62.6M	Buy	290,143 +2,800	+1%	+$517K	11.35%	3
2023 Q3	$53.8M	Hold	287,343	–	–	12.1%	2
2023 Q2	$56.4M	Hold	287,343	–	–	11.34%	2
2023 Q1	$47.9M	Buy	287,343 +118,150	+70%	+$18.2M	12.32%	2
2022 Q4	$24.1M	Buy	+169,193	New	+$24M	7.8%	3

Other funds holding PWR

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Joho Capital's PWR Position: Q1 2026 in Review

Joho Capital sold out of Quanta Services (PWR) in Q1 2026, closing a stake of 4,110 shares — an estimated $1.73M sold.

Joho Capital first reported a position in PWR in Q4 2022 and held it in 13 quarters. The position peaked at $86.7M in Q2 2025. 1,733 funds tracked by Wall St. Rank hold PWR as of Q1 2026.

Joho Capital reported no remaining Quanta Services position as of Q1 2026 after selling out during the quarter.
Joho Capital sold 4,110 Quanta Services shares in Q1 2026, an estimated $1.73M.
Joho Capital first reported a position in Quanta Services in Q4 2022 and held it in 13 quarters.
Joho Capital's Quanta Services position peaked at $86.7M in Q2 2025.
1,733 funds tracked by Wall St. Rank held Quanta Services as of Q1 2026.

Based on Joho Capital's 13F filing for Q1 2026, filed 15 May 2026.