LWM
PWR icon

Lionsbridge Wealth Management’s Quanta Services PWR Stock Holding History

Lionsbridge 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 		$6.16M Sell
8,558
-462
-5% -$316K 6.05% 3
2026
Q1 		$4.95M Buy
9,020
+173
+2% +$89.1K 4.98% 4
2025
Q4 		$3.73M Sell
8,847
-69
-0.8% -$30.3K 3.78% 4
2025
Q3 		$3.69M Buy
8,916
+20
+0.2% +$7.77K 3.64% 4
2025
Q2 		$3.36M Sell
8,896
-70
-0.8% -$22.5K 3.35% 6
2025
Q1 		$2.28M Sell
8,966
-1,900
-17% -$549K 2.03% 15
2024
Q4 		$3.43M Sell
10,866
-1,097
-9% -$353K 2.88% 10
2024
Q3 		$3.57M Sell
11,963
-163
-1% -$43.1K 2.82% 10
2024
Q2 		$3.08M Sell
12,126
-52
-0.4% -$13.8K 2.47% 14
2024
Q1 		$3.16M Sell
12,178
-9
-0.1% -$1.99K 2.45% 15
2023
Q4 		$2.63M Sell
12,187
-577
-5% -$107K 2.1% 21
2023
Q3 		$2.39M Sell
12,764
-118
-0.9% -$23.7K 2.26% 18
2023
Q2 		$2.53M Sell
12,882
-553
-4% -$96.5K 2.26% 18
2023
Q1 		$2.24M Sell
13,435
-729
-5% -$112K 2.07% 18
2022
Q4 		$2.02M Buy
14,164
+295
+2% +$41.9K 1.97% 16
2022
Q3 		$1.77M Buy
13,869
+209
+2% +$28.6K 2.53% 10
2022
Q2 		$1.71M Sell
13,660
-669
-5% -$82.1K 1.98% 13
2022
Q1 		$1.89M Sell
14,329
-420
-3% -$46.7K 2.18% 13
2021
Q4 		$1.69M Sell
14,749
-331
-2% -$38.2K 1.82% 17
2021
Q3 		$1.72M Buy
+15,080
New +$1.51M 1.85% 14

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

Lionsbridge Wealth Management's PWR Position: Q2 2026 in Review

Lionsbridge Wealth Management reduced its Quanta Services (PWR) stake by 5.1% in Q2 2026, selling an estimated $316K and leaving 8,558 shares worth $6.16M. The position accounts for 6.05% of the portfolio, ranked #3.

Lionsbridge Wealth Management first reported a position in PWR in Q3 2021 and has held it in 20 quarters since. 1,939 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Lionsbridge Wealth Management held 8,558 shares of Quanta Services worth $6.16M as of Q2 2026.
  • Lionsbridge Wealth Management sold 462 Quanta Services shares in Q2 2026, an estimated $316K.
  • Quanta Services made up 6.05% of Lionsbridge Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Lionsbridge Wealth Management first reported a position in Quanta Services in Q3 2021 and has held it in 20 quarters since.
  • 1,939 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Lionsbridge Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.