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United Asset Strategies’s Quanta Services PWR Stock Holding History

United Asset Strategies’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 		$979K Sell
1,360
-52
-4% -$35.5K 0.07% 149
2026
Q1 		$775K Buy
1,412
+31
+2% +$16K 0.06% 162
2025
Q4 		$583K Buy
+1,381
New +$607K 0.05% 188
2018
Q4 		– Sell
-14,415
Closed -$481K – 206
2018
Q3 		$481K Buy
14,415
+870
+6% +$29.6K 0.11% 147
2018
Q2 		$452K Buy
13,545
+1,020
+8% +$35.7K 0.12% 144
2018
Q1 		$430K Buy
+12,525
New +$454K 0.13% 139

Other funds holding PWR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return

United Asset Strategies's PWR Position: Q2 2026 in Review

United Asset Strategies reduced its Quanta Services (PWR) stake by 3.7% in Q2 2026, selling an estimated $35.5K and leaving 1,360 shares worth $979K. The position accounts for 0.07% of the portfolio, ranked #149.

United Asset Strategies first reported a position in PWR in Q1 2018 and has held it in 6 quarters since. 556 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • United Asset Strategies held 1,360 shares of Quanta Services worth $979K as of Q2 2026.
  • United Asset Strategies sold 52 Quanta Services shares in Q2 2026, an estimated $35.5K.
  • Quanta Services made up 0.07% of United Asset Strategies's portfolio in Q2 2026, its #149 holding.
  • United Asset Strategies first reported a position in Quanta Services in Q1 2018 and has held it in 6 quarters since.
  • 556 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.