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TRB Wealth Management’s Quanta Services PWR Stock Holding History

TRB 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 		$460K Buy
639
+162
+34% +$111K 0.06% 158
2026
Q1 		$262K Buy
+477
New +$246K 0.04% 225

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

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

TRB Wealth Management increased its Quanta Services (PWR) stake by 34% in Q2 2026, buying an estimated $111K and bringing the position to 639 shares worth $460K. The position accounts for 0.06% of the portfolio, ranked #158.

TRB Wealth Management first reported a position in PWR in Q1 2026 and has held it in 2 quarters since. 1,925 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • TRB Wealth Management held 639 shares of Quanta Services worth $460K as of Q2 2026.
  • TRB Wealth Management bought 162 Quanta Services shares in Q2 2026, an estimated $111K.
  • Quanta Services made up 0.06% of TRB Wealth Management's portfolio in Q2 2026, its #158 holding.
  • TRB Wealth Management first reported a position in Quanta Services in Q1 2026 and has held it in 2 quarters since.
  • 1,925 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.