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Robertson Stephens Wealth Management’s Quanta Services PWR Stock Holding History

Robertson Stephens 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 		$847K Sell
1,177
-10
-0.8% -$6.83K 0.02% 344
2026
Q1 		$652K Sell
1,187
-393
-25% -$202K 0.02% 379
2025
Q4 		$667K Buy
1,580
+677
+75% +$297K 0.02% 376
2025
Q3 		$374K Buy
903
+38
+4% +$14.8K 0.01% 407
2025
Q2 		$327K Sell
865
-369
-30% -$118K 0.01% 439
2025
Q1 		$314K Sell
1,234
-45
-4% -$13K 0.01% 450
2024
Q4 		$404K Buy
1,279
+1
+0.1% +$322 0.01% 404
2024
Q3 		$381K Sell
1,278
-116
-8% -$30.7K 0.01% 477
2024
Q2 		$354K Sell
1,394
-840
-38% -$223K 0.02% 389
2024
Q1 		$580K Buy
2,234
+799
+56% +$177K 0.03% 319
2023
Q4 		$310K Buy
1,435
+1
+0.1% +$185 0.02% 376
2023
Q3 		$268K Buy
+1,434
New +$288K 0.02% 393

Other funds holding PWR

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Robertson Stephens Wealth Management's PWR Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Quanta Services (PWR) stake by 0.84% in Q2 2026, selling an estimated $6.83K and leaving 1,177 shares worth $847K. The position accounts for 0.02% of the portfolio, ranked #344.

Robertson Stephens Wealth Management first reported a position in PWR in Q3 2023 and has held it in 12 quarters since. 884 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Robertson Stephens Wealth Management held 1,177 shares of Quanta Services worth $847K as of Q2 2026.
  • Robertson Stephens Wealth Management sold 10 Quanta Services shares in Q2 2026, an estimated $6.83K.
  • Quanta Services made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #344 holding.
  • Robertson Stephens Wealth Management first reported a position in Quanta Services in Q3 2023 and has held it in 12 quarters since.
  • 884 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.