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 Q3	$8.35K	Sell	13 -1	-7%	-$645	﹤0.01%	1150
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%	+$1.44K	﹤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

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Washington Trust Advisors Wellesley, Massachusetts $1.4B AUM 26.88% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

True Wealth Design's PWR Position: Q3 2026 in Review

True Wealth Design reduced its Quanta Services (PWR) stake by 7.1% in Q3 2026, selling an estimated $645 and leaving 13 shares worth $8.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1150.

True Wealth Design first reported a position in PWR in Q4 2022 and has held it in 16 quarters since. The position peaked at $10.1K in Q2 2026. 513 funds tracked by Wall St. Rank hold PWR as of Q3 2026.

True Wealth Design held 13 shares of Quanta Services worth $8.35K as of Q3 2026.
True Wealth Design sold 1 Quanta Services share in Q3 2026, an estimated $645.
Quanta Services made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1150 holding.
True Wealth Design first reported a position in Quanta Services in Q4 2022 and has held it in 16 quarters since.
True Wealth Design's Quanta Services position peaked at $10.1K in Q2 2026.
513 funds tracked by Wall St. Rank held Quanta Services as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.