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Root Financial Partners’s Quanta Services PWR Stock Holding History

Root Financial Partners’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 		$184K Hold
336
– – 0.01% 352
2025
Q4 		$142K Sell
336
-80
-19% -$35.2K 0.01% 358
2025
Q3 		$172K Buy
+416
New +$162K 0.01% 310

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

Root Financial Partners's PWR Position: Q1 2026 in Review

Root Financial Partners held its Quanta Services (PWR) position steady in Q1 2026 at 336 shares worth $184K. The position accounts for 0.01% of the portfolio, ranked #352.

Root Financial Partners first reported a position in PWR in Q3 2025 and has held it in 3 quarters since. 1,734 funds tracked by Wall St. Rank hold PWR as of Q1 2026.

  • Root Financial Partners held 336 shares of Quanta Services worth $184K as of Q1 2026.
  • Root Financial Partners left its Quanta Services share count unchanged in Q1 2026.
  • Quanta Services made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #352 holding.
  • Root Financial Partners first reported a position in Quanta Services in Q3 2025 and has held it in 3 quarters since.
  • 1,734 funds tracked by Wall St. Rank held Quanta Services as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.