RFP
PWR icon

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
Q2 		$298K Buy
414
+78
+23% +$53.3K 0.01% 288
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 $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

Root Financial Partners's PWR Position: Q2 2026 in Review

Root Financial Partners increased its Quanta Services (PWR) stake by 23% in Q2 2026, buying an estimated $53.3K and bringing the position to 414 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #288.

Root Financial Partners first reported a position in PWR in Q3 2025 and has held it in 4 quarters since. 1,939 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Root Financial Partners held 414 shares of Quanta Services worth $298K as of Q2 2026.
  • Root Financial Partners bought 78 Quanta Services shares in Q2 2026, an estimated $53.3K.
  • Quanta Services made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #288 holding.
  • Root Financial Partners first reported a position in Quanta Services in Q3 2025 and has held it in 4 quarters since.
  • 1,939 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.