PPWM
PWR icon

Paragon Private Wealth Management’s Quanta Services PWR Stock Holding History

Paragon Private 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 		$2.42M Sell
4,401
-169
-4% -$87K 0.76% 32
2025
Q4 		$1.93M Buy
4,570
+823
+22% +$362K 0.59% 41
2025
Q3 		$1.55M Buy
3,747
+1,026
+38% +$399K 0.51% 51
2025
Q2 		$1.03M Buy
2,721
+891
+49% +$286K 0.41% 70
2025
Q1 		$465K Buy
1,830
+488
+36% +$141K 0.22% 121
2024
Q4 		$424K Buy
1,342
+221
+20% +$71.1K 0.2% 112
2024
Q3 		$334K Buy
1,121
+133
+13% +$35.2K 0.17% 124
2024
Q2 		$251K Buy
+988
New +$262K 0.14% 135

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

Paragon Private Wealth Management's PWR Position: Q1 2026 in Review

Paragon Private Wealth Management reduced its Quanta Services (PWR) stake by 3.7% in Q1 2026, selling an estimated $87K and leaving 4,401 shares worth $2.42M. The position accounts for 0.76% of the portfolio, ranked #32.

Paragon Private Wealth Management first reported a position in PWR in Q2 2024 and has held it in 8 quarters since. 1,733 funds tracked by Wall St. Rank hold PWR as of Q1 2026.

  • Paragon Private Wealth Management held 4,401 shares of Quanta Services worth $2.42M as of Q1 2026.
  • Paragon Private Wealth Management sold 169 Quanta Services shares in Q1 2026, an estimated $87K.
  • Quanta Services made up 0.76% of Paragon Private Wealth Management's portfolio in Q1 2026, its #32 holding.
  • Paragon Private Wealth Management first reported a position in Quanta Services in Q2 2024 and has held it in 8 quarters since.
  • 1,733 funds tracked by Wall St. Rank held Quanta Services as of Q1 2026.

Based on Paragon Private Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.