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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
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

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

Triad Wealth Partners's PWR Position: Q2 2026 in Review

Triad Wealth Partners opened a new position in Quanta Services (PWR) in Q2 2026: 507 shares worth $345K. The stake represents 0.02% of the portfolio and ranks #409 among its holdings. This is a return to the name: Triad Wealth Partners previously reported a position in PWR as recently as Q2 2024.

Triad Wealth Partners first reported a position in PWR in Q2 2024 and has held it in 2 quarters since. 1,939 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Triad Wealth Partners held 507 shares of Quanta Services worth $345K as of Q2 2026.
  • Quanta Services was a new Triad Wealth Partners position in Q2 2026.
  • Quanta Services made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #409 holding.
  • Triad Wealth Partners first reported a position in Quanta Services in Q2 2024 and has held it in 2 quarters since.
  • 1,939 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.