LiftPoint Family Wealth Advisors’s Quanta Services PWR Stock Holding History

LiftPoint Family Wealth Advisors’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	$606K	Buy	+841	New	+$575K	0.41%	37

Other funds holding PWR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LiftPoint Family Wealth Advisors's PWR Position: Q2 2026 in Review

LiftPoint Family Wealth Advisors opened a new position in Quanta Services (PWR) in Q2 2026: 841 shares worth $606K. The stake represents 0.41% of the portfolio and ranks #37 among its holdings.

1,928 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

LiftPoint Family Wealth Advisors held 841 shares of Quanta Services worth $606K as of Q2 2026.
Quanta Services was a new LiftPoint Family Wealth Advisors position in Q2 2026.
Quanta Services made up 0.41% of LiftPoint Family Wealth Advisors's portfolio in Q2 2026, its #37 holding.
1,928 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on LiftPoint Family Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.