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Modera Wealth Management’s Quanta Services PWR Stock Holding History

Modera 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 		$962K Sell
1,336
-3
-0.2% -$2.05K 0.01% 354
2026
Q1 		$735K Sell
1,339
-4
-0.3% -$2.06K 0.01% 369
2025
Q4 		$567K Buy
1,343
+11
+0.8% +$4.83K 0.01% 434
2025
Q3 		$552K Buy
1,332
+769
+137% +$299K 0.01% 436
2025
Q2 		$213K Buy
+563
New +$181K ﹤0.01% 612
2025
Q1 		– Sell
-681
Closed -$215K – 635
2024
Q4 		$215K Buy
+681
New +$219K ﹤0.01% 578

Other funds holding PWR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

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

Modera Wealth Management reduced its Quanta Services (PWR) stake by 0.22% in Q2 2026, selling an estimated $2.05K and leaving 1,336 shares worth $962K. The position accounts for 0.01% of the portfolio, ranked #354.

Modera Wealth Management first reported a position in PWR in Q4 2024 and has held it in 6 quarters since. 1,165 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Modera Wealth Management held 1,336 shares of Quanta Services worth $962K as of Q2 2026.
  • Modera Wealth Management sold 3 Quanta Services shares in Q2 2026, an estimated $2.05K.
  • Quanta Services made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #354 holding.
  • Modera Wealth Management first reported a position in Quanta Services in Q4 2024 and has held it in 6 quarters since.
  • 1,165 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.