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TrueWealth Advisors’s Quanta Services PWR Stock Holding History

TrueWealth Advisors’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 		$855K Sell
1,331
-30
-2% -$19.4K 0.19% 101
2026
Q2 		$980K Buy
1,361
+62
+5% +$42.4K 0.22% 90
2026
Q1 		$713K Buy
1,299
+302
+30% +$156K 0.18% 106
2025
Q4 		$421K Buy
+997
New +$438K 0.11% 155

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

TrueWealth Advisors's PWR Position: Q3 2026 in Review

TrueWealth Advisors reduced its Quanta Services (PWR) stake by 2.2% in Q3 2026, selling an estimated $19.4K and leaving 1,331 shares worth $855K. The position accounts for 0.19% of the portfolio, ranked #101.

TrueWealth Advisors first reported a position in PWR in Q4 2025 and has held it in 4 quarters since. The position peaked at $980K in Q2 2026. 1,143 funds tracked by Wall St. Rank hold PWR as of Q3 2026.

  • TrueWealth Advisors held 1,331 shares of Quanta Services worth $855K as of Q3 2026.
  • TrueWealth Advisors sold 30 Quanta Services shares in Q3 2026, an estimated $19.4K.
  • Quanta Services made up 0.19% of TrueWealth Advisors's portfolio in Q3 2026, its #101 holding.
  • TrueWealth Advisors first reported a position in Quanta Services in Q4 2025 and has held it in 4 quarters since.
  • TrueWealth Advisors's Quanta Services position peaked at $980K in Q2 2026.
  • 1,143 funds tracked by Wall St. Rank held Quanta Services as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.