Lord & Richards Wealth Management’s Quanta Services PWR Stock Holding History

Lord & Richards 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	$1.62M	Sell	2,250 -813	-27%	-$556K	1.27%	21
2026 Q1	$1.68M	Sell	3,063 -134	-4%	-$69K	1.48%	19
2025 Q4	$1.35M	Sell	3,197 -2,094	-40%	-$920K	1.16%	23
2025 Q3	$2.19M	Buy	5,291 +264	+5%	+$103K	2.01%	13
2025 Q2	$1.9M	Buy	5,027 +11	+0.2%	+$3.53K	1.99%	12
2025 Q1	$1.27M	Buy	5,016 +3,277	+188%	+$947K	1.45%	18
2024 Q4	$550K	Buy	+1,739	New	+$559K	1.16%	28

Other funds holding PWR

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return

Lord & Richards Wealth Management's PWR Position: Q2 2026 in Review

Lord & Richards Wealth Management reduced its Quanta Services (PWR) stake by 27% in Q2 2026, selling an estimated $556K and leaving 2,250 shares worth $1.62M. The position accounts for 1.27% of the portfolio, ranked #21.

Lord & Richards Wealth Management first reported a position in PWR in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.19M in Q3 2025. 498 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

Lord & Richards Wealth Management held 2,250 shares of Quanta Services worth $1.62M as of Q2 2026.
Lord & Richards Wealth Management sold 813 Quanta Services shares in Q2 2026, an estimated $556K.
Quanta Services made up 1.27% of Lord & Richards Wealth Management's portfolio in Q2 2026, its #21 holding.
Lord & Richards Wealth Management first reported a position in Quanta Services in Q4 2024 and has held it in 7 quarters since.
Lord & Richards Wealth Management's Quanta Services position peaked at $2.19M in Q3 2025.
498 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.