Physician Wealth Advisors’s Quanta Services PWR Stock Holding History

Physician Wealth Advisors’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	$41.8K	Hold	58	–	–	0.01%	475
2026 Q1	$31.8K	Buy	58 +4	+7%	+$2.06K	﹤0.01%	505
2025 Q4	$22.8K	Buy	54 +11	+26%	+$4.83K	﹤0.01%	553
2025 Q3	$17.8K	Buy	43 +28	+187%	+$10.9K	﹤0.01%	600
2025 Q2	$5.67K	Buy	+15	New	+$4.82K	﹤0.01%	764
2025 Q1	–	Sell	-2	Closed	-$633	–	1513
2024 Q4	$633	Buy	+2	New	+$643	﹤0.01%	1077

Other funds holding PWR

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return

AAM

AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Physician Wealth Advisors's PWR Position: Q2 2026 in Review

Physician Wealth Advisors held its Quanta Services (PWR) position steady in Q2 2026 at 58 shares worth $41.8K. The position accounts for 0.01% of the portfolio, ranked #475.

Physician Wealth Advisors first reported a position in PWR in Q4 2024 and has held it in 6 quarters since. 397 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

Physician Wealth Advisors held 58 shares of Quanta Services worth $41.8K as of Q2 2026.
Physician Wealth Advisors left its Quanta Services share count unchanged in Q2 2026.
Quanta Services made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #475 holding.
Physician Wealth Advisors first reported a position in Quanta Services in Q4 2024 and has held it in 6 quarters since.
397 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.