Unified Investment Management’s Quanta Services PWR Stock Holding History

Unified Investment Management’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	$1.11M	Sell	1,729 -8	-0.5%	-$5.16K	0.98%	29
2026 Q2	$1.25M	Sell	1,737 -44	-2%	-$30.1K	1.15%	24
2026 Q1	$978K	Sell	1,781 -41	-2%	-$21.1K	1%	26
2025 Q4	$769K	Hold	1,822	–	–	0.77%	39
2025 Q3	$755K	Sell	1,822 -167	-8%	-$64.9K	0.75%	44
2025 Q2	$752K	Buy	1,989 +14	+0.7%	+$4.49K	0.81%	43
2025 Q1	$502K	Sell	1,975 -79	-4%	-$22.8K	0.59%	65
2024 Q4	$649K	Buy	+2,054	New	+$661K	0.74%	45

Other funds holding PWR

Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return

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

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

NRS

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

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

GIA

Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.91B AUM 26.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

Unified Investment Management's PWR Position: Q3 2026 in Review

Unified Investment Management reduced its Quanta Services (PWR) stake by 0.46% in Q3 2026, selling an estimated $5.16K and leaving 1,729 shares worth $1.11M. The position accounts for 0.98% of the portfolio, ranked #29.

Unified Investment Management first reported a position in PWR in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.25M in Q2 2026. 230 funds tracked by Wall St. Rank hold PWR as of Q3 2026.

Unified Investment Management held 1,729 shares of Quanta Services worth $1.11M as of Q3 2026.
Unified Investment Management sold 8 Quanta Services shares in Q3 2026, an estimated $5.16K.
Quanta Services made up 0.98% of Unified Investment Management's portfolio in Q3 2026, its #29 holding.
Unified Investment Management first reported a position in Quanta Services in Q4 2024 and has held it in 8 quarters since.
Unified Investment Management's Quanta Services position peaked at $1.25M in Q2 2026.
230 funds tracked by Wall St. Rank held Quanta Services as of Q3 2026.

Based on Unified Investment Management's 13F filing for Q3 2026, filed 14 Oct 2026.