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Sequoia Financial Advisors’s Quanta Services PWR Stock Holding History

Sequoia Financial 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 		$97.8M Buy
135,883
+7,039
+5% +$4.81M 0.49% 43
2026
Q1 		$70.7M Sell
128,844
-1,592
-1% -$820K 0.4% 52
2025
Q4 		$55.1M Buy
130,436
+3,966
+3% +$1.74M 0.31% 61
2025
Q3 		$52.4M Buy
126,470
+31,521
+33% +$12.3M 0.32% 64
2025
Q2 		$35.9M Buy
94,949
+29,168
+44% +$9.36M 0.25% 87
2025
Q1 		$16.7M Buy
65,781
+60,151
+1,068% +$17.4M 0.13% 139
2024
Q4 		$1.78M Buy
5,630
+258
+5% +$83K 0.02% 435
2024
Q3 		$1.6M Buy
5,372
+3,849
+253% +$1.02M 0.02% 424
2024
Q2 		$387K Buy
1,523
+608
+66% +$161K ﹤0.01% 792
2024
Q1 		$238K Sell
915
-701
-43% -$155K ﹤0.01% 970
2023
Q4 		$349K Buy
+1,616
New +$299K ﹤0.01% 863

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

Sequoia Financial Advisors's PWR Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Quanta Services (PWR) stake by 5.5% in Q2 2026, buying an estimated $4.81M and bringing the position to 135,883 shares worth $97.8M. The position accounts for 0.49% of the portfolio, ranked #43.

Sequoia Financial Advisors first reported a position in PWR in Q4 2023 and has held it in 11 quarters since. 1,934 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Sequoia Financial Advisors held 135,883 shares of Quanta Services worth $97.8M as of Q2 2026.
  • Sequoia Financial Advisors bought 7,039 Quanta Services shares in Q2 2026, an estimated $4.81M.
  • Quanta Services made up 0.49% of Sequoia Financial Advisors's portfolio in Q2 2026, its #43 holding.
  • Sequoia Financial Advisors first reported a position in Quanta Services in Q4 2023 and has held it in 11 quarters since.
  • 1,934 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.