Perigon Wealth Management
PWR icon

Perigon Wealth Management’s Quanta Services PWR Stock Holding History

Perigon 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
Q3 		$3.85M Buy
5,993
+1,386
+30% +$894K 0.06% 267
2026
Q2 		$3.32M Buy
4,607
+2,831
+159% +$1.94M 0.05% 306
2026
Q1 		$975K Buy
1,776
+86
+5% +$44.3K 0.02% 545
2025
Q4 		$713K Buy
1,690
+24
+1% +$10.5K 0.01% 653
2025
Q3 		$690K Buy
1,666
+324
+24% +$126K 0.01% 629
2025
Q2 		$507K Buy
1,342
+41
+3% +$13.2K 0.01% 669
2025
Q1 		$331K Sell
1,301
-481
-27% -$139K 0.01% 775
2024
Q4 		$599K Sell
1,782
-118
-6% -$38K 0.01% 582
2024
Q3 		$567K Buy
1,900
+369
+24% +$97.6K 0.02% 578
2024
Q2 		$389K Buy
1,531
+435
+40% +$115K 0.01% 602
2024
Q1 		$285K Sell
1,096
-38
-3% -$8.41K 0.01% 697
2023
Q4 		$245K Sell
1,134
-155
-12% -$28.6K 0.01% 733
2023
Q3 		$241K Sell
1,289
-163
-11% -$32.7K 0.01% 668
2023
Q2 		$285K Buy
1,452
+91
+7% +$15.9K 0.01% 625
2023
Q1 		$227K Buy
+1,361
New +$209K 0.01% 636

Other funds holding PWR

Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Washington Trust Advisors
Washington Trust Advisors Wellesley, Massachusetts $1.4B AUM 26.88% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Neville Rodie & Shaw
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Perigon Wealth Management's PWR Position: Q3 2026 in Review

Perigon Wealth Management increased its Quanta Services (PWR) stake by 30% in Q3 2026, buying an estimated $894K and bringing the position to 5,993 shares worth $3.85M. The position accounts for 0.06% of the portfolio, ranked #267.

Perigon Wealth Management first reported a position in PWR in Q1 2023 and has held it in 15 quarters since. 531 funds tracked by Wall St. Rank hold PWR as of Q3 2026.

  • Perigon Wealth Management held 5,993 shares of Quanta Services worth $3.85M as of Q3 2026.
  • Perigon Wealth Management bought 1,386 Quanta Services shares in Q3 2026, an estimated $894K.
  • Quanta Services made up 0.06% of Perigon Wealth Management's portfolio in Q3 2026, its #267 holding.
  • Perigon Wealth Management first reported a position in Quanta Services in Q1 2023 and has held it in 15 quarters since.
  • 531 funds tracked by Wall St. Rank held Quanta Services as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.