Tobias Financial Advisors’s Quanta Services PWR Stock Holding History

Tobias 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	–	Sell	-368	Closed	-$202K	–	153
2026 Q1	$202K	Buy	+368	New	+$190K	0.03%	139

Other funds holding PWR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Tobias Financial Advisors sold out of Quanta Services (PWR) in Q2 2026, closing a stake of 368 shares — an estimated $202K sold.

Tobias Financial Advisors first reported a position in PWR in Q1 2026 and held it in 1 quarter. The position peaked at $202K in Q1 2026. 1,936 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

Tobias Financial Advisors reported no remaining Quanta Services position as of Q2 2026 after selling out during the quarter.
Tobias Financial Advisors sold 368 Quanta Services shares in Q2 2026, an estimated $202K.
Tobias Financial Advisors first reported a position in Quanta Services in Q1 2026 and held it in 1 quarter.
Tobias Financial Advisors's Quanta Services position peaked at $202K in Q1 2026.
1,936 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.