PWM
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Palumbo Wealth Management’s Quanta Services PWR Stock Holding History

Palumbo 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 		$226K Buy
+314
New +$215K 0.05% 216
2022
Q1 		– Sell
-7,433
Closed -$852K – 96
2021
Q4 		$852K Buy
+7,433
New +$857K 0.53% 44
2021
Q3 		– Sell
-9,880
Closed -$895K – 102
2021
Q2 		$895K Buy
+9,880
New +$928K 0.6% 37

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

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

Palumbo Wealth Management opened a new position in Quanta Services (PWR) in Q2 2026: 314 shares worth $226K. The stake represents 0.05% of the portfolio and ranks #216 among its holdings. This is a return to the name: Palumbo Wealth Management previously reported a position in PWR as recently as Q4 2021.

Palumbo Wealth Management first reported a position in PWR in Q2 2021 and has held it in 3 quarters since. The position peaked at $895K in Q2 2021. 1,936 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Palumbo Wealth Management held 314 shares of Quanta Services worth $226K as of Q2 2026.
  • Quanta Services was a new Palumbo Wealth Management position in Q2 2026.
  • Quanta Services made up 0.05% of Palumbo Wealth Management's portfolio in Q2 2026, its #216 holding.
  • Palumbo Wealth Management first reported a position in Quanta Services in Q2 2021 and has held it in 3 quarters since.
  • Palumbo Wealth Management's Quanta Services position peaked at $895K in Q2 2021.
  • 1,936 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.