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True Wealth Design’s Quanta Services PWR Stock Holding History

True Wealth Design’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 		$10.1K Hold
14
– – ﹤0.01% 1052
2026
Q1 		$7.69K Hold
14
– – ﹤0.01% 1064
2025
Q4 		$5.91K Sell
14
-1
-7% -$439 ﹤0.01% 1027
2025
Q3 		$6.22K Hold
15
– – ﹤0.01% 998
2025
Q2 		$5.67K Buy
15
+4
+36% +$1.28K ﹤0.01% 759
2025
Q1 		$2.8K Buy
11
+5
+83% +$1.45K ﹤0.01% 891
2024
Q4 		$1.9K Hold
6
– – ﹤0.01% 753
2024
Q3 		$1.79K Hold
6
– – ﹤0.01% 822
2024
Q2 		$1.52K Buy
6
+1
+20% +$265 ﹤0.01% 415
2024
Q1 		$1.3K Buy
5
+2
+67% +$442 ﹤0.01% 403
2023
Q4 		$648 Hold
3
– – ﹤0.01% 413
2023
Q3 		$562 Hold
3
– – ﹤0.01% 402
2023
Q2 		$590 Hold
3
– – ﹤0.01% 401
2023
Q1 		$500 Hold
3
– – ﹤0.01% 525
2022
Q4 		$428 Buy
+3
New +$426 ﹤0.01% 493

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

True Wealth Design's PWR Position: Q2 2026 in Review

True Wealth Design held its Quanta Services (PWR) position steady in Q2 2026 at 14 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1052.

True Wealth Design first reported a position in PWR in Q4 2022 and has held it in 15 quarters since. 1,936 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • True Wealth Design held 14 shares of Quanta Services worth $10.1K as of Q2 2026.
  • True Wealth Design left its Quanta Services share count unchanged in Q2 2026.
  • Quanta Services made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1052 holding.
  • True Wealth Design first reported a position in Quanta Services in Q4 2022 and has held it in 15 quarters since.
  • 1,936 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.