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Lionshead Wealth Management’s Quanta Services PWR Stock Holding History

Lionshead 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
Q1 		$2.25M Sell
4,098
-2,071
-34% -$1.07M 1.66% 17
2025
Q4 		$2.6M Sell
6,169
-20
-0.3% -$8.79K 1.96% 13
2025
Q3 		$2.56M Hold
6,189
– – 2.03% 12
2025
Q2 		$2.34M Buy
6,189
+4
+0.1% +$1.28K 2.16% 15
2025
Q1 		$1.57M Sell
6,185
-51
-0.8% -$14.7K 1.63% 21
2024
Q4 		$1.97M Buy
+6,236
New +$2.01M 1.42% 22

Other funds holding PWR

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Lionshead Wealth Management's PWR Position: Q1 2026 in Review

Lionshead Wealth Management reduced its Quanta Services (PWR) stake by 34% in Q1 2026, selling an estimated $1.07M and leaving 4,098 shares worth $2.25M. The position accounts for 1.66% of the portfolio, ranked #17.

Lionshead Wealth Management first reported a position in PWR in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.6M in Q4 2025. 1,733 funds tracked by Wall St. Rank hold PWR as of Q1 2026.

  • Lionshead Wealth Management held 4,098 shares of Quanta Services worth $2.25M as of Q1 2026.
  • Lionshead Wealth Management sold 2,071 Quanta Services shares in Q1 2026, an estimated $1.07M.
  • Quanta Services made up 1.66% of Lionshead Wealth Management's portfolio in Q1 2026, its #17 holding.
  • Lionshead Wealth Management first reported a position in Quanta Services in Q4 2024 and has held it in 6 quarters since.
  • Lionshead Wealth Management's Quanta Services position peaked at $2.6M in Q4 2025.
  • 1,733 funds tracked by Wall St. Rank held Quanta Services as of Q1 2026.

Based on Lionshead Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.