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Laurel Oak Wealth Management’s Quanta Services PWR Stock Holding History

Laurel Oak Wealth Management’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 		$464K Sell
644
-9
-1% -$6.15K 0.07% 214
2026
Q1 		$359K Sell
653
-20
-3% -$10.3K 0.06% 240
2025
Q4 		$284K Buy
+673
New +$296K 0.05% 273

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

Laurel Oak Wealth Management's PWR Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its Quanta Services (PWR) stake by 1.4% in Q2 2026, selling an estimated $6.15K and leaving 644 shares worth $464K. The position accounts for 0.07% of the portfolio, ranked #214.

Laurel Oak Wealth Management first reported a position in PWR in Q4 2025 and has held it in 3 quarters since. 1,931 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Laurel Oak Wealth Management held 644 shares of Quanta Services worth $464K as of Q2 2026.
  • Laurel Oak Wealth Management sold 9 Quanta Services shares in Q2 2026, an estimated $6.15K.
  • Quanta Services made up 0.07% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #214 holding.
  • Laurel Oak Wealth Management first reported a position in Quanta Services in Q4 2025 and has held it in 3 quarters since.
  • 1,931 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.