Triad Wealth Partners
PWR icon

Triad Wealth Partners’s Quanta Services PWR Stock Holding History

Triad Wealth 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
Q3 		$377K Buy
586
+79
+16% +$51K 0.02% 382
2026
Q2 		$345K Buy
+507
New +$347K 0.02% 409
2024
Q3 		– Sell
-27
Closed -$6.86K – 693
2024
Q2 		$6.86K Buy
+27
New +$7.15K ﹤0.01% 507

Other funds holding PWR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Triad Wealth Partners's PWR Position: Q3 2026 in Review

Triad Wealth Partners increased its Quanta Services (PWR) stake by 16% in Q3 2026, buying an estimated $51K and bringing the position to 586 shares worth $377K. The position accounts for 0.02% of the portfolio, ranked #382.

Triad Wealth Partners first reported a position in PWR in Q2 2024 and has held it in 3 quarters since. 1,142 funds tracked by Wall St. Rank hold PWR as of Q3 2026.

  • Triad Wealth Partners held 586 shares of Quanta Services worth $377K as of Q3 2026.
  • Triad Wealth Partners bought 79 Quanta Services shares in Q3 2026, an estimated $51K.
  • Quanta Services made up 0.02% of Triad Wealth Partners's portfolio in Q3 2026, its #382 holding.
  • Triad Wealth Partners first reported a position in Quanta Services in Q2 2024 and has held it in 3 quarters since.
  • 1,142 funds tracked by Wall St. Rank held Quanta Services as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.