UAG
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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

United Advisor Group's PWR Position: Q1 2026 in Review

United Advisor Group reduced its Quanta Services (PWR) stake by 9.2% in Q1 2026, selling an estimated $104K and leaving 1,994 shares worth $1.09M. The position accounts for 0.13% of the portfolio, ranked #176.

United Advisor Group first reported a position in PWR in Q4 2024 and has held it in 6 quarters since. 1,733 funds tracked by Wall St. Rank hold PWR as of Q1 2026.

  • United Advisor Group held 1,994 shares of Quanta Services worth $1.09M as of Q1 2026.
  • United Advisor Group sold 201 Quanta Services shares in Q1 2026, an estimated $104K.
  • Quanta Services made up 0.13% of United Advisor Group's portfolio in Q1 2026, its #176 holding.
  • United Advisor Group first reported a position in Quanta Services in Q4 2024 and has held it in 6 quarters since.
  • 1,733 funds tracked by Wall St. Rank held Quanta Services as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.