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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

TrueWealth Advisors's PWR Position: Q2 2026 in Review

TrueWealth Advisors increased its Quanta Services (PWR) stake by 4.8% in Q2 2026, buying an estimated $42.4K and bringing the position to 1,361 shares worth $980K. The position accounts for 0.22% of the portfolio, ranked #90.

TrueWealth Advisors first reported a position in PWR in Q4 2025 and has held it in 3 quarters since. 674 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • TrueWealth Advisors held 1,361 shares of Quanta Services worth $980K as of Q2 2026.
  • TrueWealth Advisors bought 62 Quanta Services shares in Q2 2026, an estimated $42.4K.
  • Quanta Services made up 0.22% of TrueWealth Advisors's portfolio in Q2 2026, its #90 holding.
  • TrueWealth Advisors first reported a position in Quanta Services in Q4 2025 and has held it in 3 quarters since.
  • 674 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.