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McCarter Private Wealth Services’s Quanta Services PWR Stock Holding History

McCarter Private Wealth Services’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 		$288K Sell
400
-151
-27% -$103K 0.1% 150
2026
Q1 		$303K Buy
+551
New +$284K 0.13% 132

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

McCarter Private Wealth Services's PWR Position: Q2 2026 in Review

McCarter Private Wealth Services reduced its Quanta Services (PWR) stake by 27% in Q2 2026, selling an estimated $103K and leaving 400 shares worth $288K. The position accounts for 0.1% of the portfolio, ranked #150.

McCarter Private Wealth Services first reported a position in PWR in Q1 2026 and has held it in 2 quarters since. The position peaked at $303K in Q1 2026. 1,939 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • McCarter Private Wealth Services held 400 shares of Quanta Services worth $288K as of Q2 2026.
  • McCarter Private Wealth Services sold 151 Quanta Services shares in Q2 2026, an estimated $103K.
  • Quanta Services made up 0.1% of McCarter Private Wealth Services's portfolio in Q2 2026, its #150 holding.
  • McCarter Private Wealth Services first reported a position in Quanta Services in Q1 2026 and has held it in 2 quarters since.
  • McCarter Private Wealth Services's Quanta Services position peaked at $303K in Q1 2026.
  • 1,939 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.