VCM
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Valiant Capital Management’s Quanta Services PWR Stock Holding History

Valiant Capital 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
Q1 		$35.9M Sell
65,461
-4,920
-7% -$2.53M 2.06% 17
2025
Q4 		$29.7M Sell
70,381
-3,332
-5% -$1.46M 1.68% 21
2025
Q3 		$30.5M Sell
73,713
-37,507
-34% -$14.6M 2.1% 19
2025
Q2 		$42.1M Sell
111,220
-6,000
-5% -$1.93M 2.3% 16
2025
Q1 		$29.8M Buy
117,220
+22,015
+23% +$6.36M 2.18% 19
2024
Q4 		$30.1M Buy
95,205
+66,205
+228% +$21.3M 1.91% 17
2024
Q3 		$8.65M Buy
+29,000
New +$7.67M 0.48% 30

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

Valiant Capital Management's PWR Position: Q1 2026 in Review

Valiant Capital Management reduced its Quanta Services (PWR) stake by 7% in Q1 2026, selling an estimated $2.53M and leaving 65,461 shares worth $35.9M. The position accounts for 2.06% of the portfolio, ranked #17.

Valiant Capital Management first reported a position in PWR in Q3 2024 and has held it in 7 quarters since. The position peaked at $42.1M in Q2 2025. 1,733 funds tracked by Wall St. Rank hold PWR as of Q1 2026.

  • Valiant Capital Management held 65,461 shares of Quanta Services worth $35.9M as of Q1 2026.
  • Valiant Capital Management sold 4,920 Quanta Services shares in Q1 2026, an estimated $2.53M.
  • Quanta Services made up 2.06% of Valiant Capital Management's portfolio in Q1 2026, its #17 holding.
  • Valiant Capital Management first reported a position in Quanta Services in Q3 2024 and has held it in 7 quarters since.
  • Valiant Capital Management's Quanta Services position peaked at $42.1M in Q2 2025.
  • 1,733 funds tracked by Wall St. Rank held Quanta Services as of Q1 2026.

Based on Valiant Capital Management's 13F filing for Q1 2026, filed 15 May 2026.