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Rockline Wealth Management’s Quanta Services PWR Stock Holding History

Rockline 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 		$4.2M Buy
5,836
+1,261
+28% +$862K 0.8% 38
2026
Q1 		$2.51M Buy
+4,575
New +$2.36M 0.55% 50

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

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

Rockline Wealth Management increased its Quanta Services (PWR) stake by 28% in Q2 2026, buying an estimated $862K and bringing the position to 5,836 shares worth $4.2M. The position accounts for 0.8% of the portfolio, ranked #38.

Rockline Wealth Management first reported a position in PWR in Q1 2026 and has held it in 2 quarters since. 1,934 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Rockline Wealth Management held 5,836 shares of Quanta Services worth $4.2M as of Q2 2026.
  • Rockline Wealth Management bought 1,261 Quanta Services shares in Q2 2026, an estimated $862K.
  • Quanta Services made up 0.8% of Rockline Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Rockline Wealth Management first reported a position in Quanta Services in Q1 2026 and has held it in 2 quarters since.
  • 1,934 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Rockline Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.