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United Advisor Group’s Quanta Services PWR Stock Holding History

United Advisor Group’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 		$1.31M Sell
2,044
-12
-0.6% -$7.74K 0.13% 183
2026
Q2 		$1.48M Buy
2,056
+62
+3% +$42.4K 0.16% 156
2026
Q1 		$1.09M Sell
1,994
-201
-9% -$104K 0.13% 176
2025
Q4 		$926K Buy
2,195
+7
+0.3% +$3.08K 0.12% 189
2025
Q3 		$907K Buy
2,188
+131
+6% +$50.9K 0.12% 176
2025
Q2 		$778K Buy
2,057
+881
+75% +$283K 0.13% 160
2025
Q1 		$299K Buy
1,176
+293
+33% +$84.7K 0.06% 274
2024
Q4 		$279K Buy
+883
New +$284K 0.06% 307

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
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
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

United Advisor Group's PWR Position: Q3 2026 in Review

United Advisor Group reduced its Quanta Services (PWR) stake by 0.58% in Q3 2026, selling an estimated $7.74K and leaving 2,044 shares worth $1.31M. The position accounts for 0.13% of the portfolio, ranked #183.

United Advisor Group first reported a position in PWR in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.48M in Q2 2026. 1,061 funds tracked by Wall St. Rank hold PWR as of Q3 2026.

  • United Advisor Group held 2,044 shares of Quanta Services worth $1.31M as of Q3 2026.
  • United Advisor Group sold 12 Quanta Services shares in Q3 2026, an estimated $7.74K.
  • Quanta Services made up 0.13% of United Advisor Group's portfolio in Q3 2026, its #183 holding.
  • United Advisor Group first reported a position in Quanta Services in Q4 2024 and has held it in 8 quarters since.
  • United Advisor Group's Quanta Services position peaked at $1.48M in Q2 2026.
  • 1,061 funds tracked by Wall St. Rank held Quanta Services as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.