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Waldron Private Wealth’s Quanta Services PWR Stock Holding History

Waldron Private Wealth’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 		$308K Buy
+428
New +$293K 0.01% 285
2025
Q1 		– Sell
-753
Closed -$238K – 394
2024
Q4 		$238K Buy
753
+2
+0.3% +$643 0.01% 374
2024
Q3 		$224K Buy
+751
New +$199K 0.01% 378

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
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Waldron Private Wealth's PWR Position: Q2 2026 in Review

Waldron Private Wealth opened a new position in Quanta Services (PWR) in Q2 2026: 428 shares worth $308K. The stake represents 0.01% of the portfolio and ranks #285 among its holdings. This is a return to the name: Waldron Private Wealth previously reported a position in PWR as recently as Q4 2024.

Waldron Private Wealth first reported a position in PWR in Q3 2024 and has held it in 3 quarters since. 368 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

  • Waldron Private Wealth held 428 shares of Quanta Services worth $308K as of Q2 2026.
  • Quanta Services was a new Waldron Private Wealth position in Q2 2026.
  • Quanta Services made up 0.01% of Waldron Private Wealth's portfolio in Q2 2026, its #285 holding.
  • Waldron Private Wealth first reported a position in Quanta Services in Q3 2024 and has held it in 3 quarters since.
  • 368 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.