Worth Asset Management’s Quanta Services PWR Stock Holding History

Worth Asset 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 Q2	$292K	Sell	406 -85	-17%	-$58.1K	0.09%	148
2026 Q1	$270K	Sell	491 -7	-1%	-$3.6K	0.1%	153
2025 Q4	$210K	Buy	498 +5	+1%	+$2.2K	0.09%	145
2025 Q3	$204K	Buy	+493	New	+$192K	0.09%	160

Other funds holding PWR

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

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

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Worth Asset Management's PWR Position: Q2 2026 in Review

Worth Asset Management reduced its Quanta Services (PWR) stake by 17% in Q2 2026, selling an estimated $58.1K and leaving 406 shares worth $292K. The position accounts for 0.09% of the portfolio, ranked #148.

Worth Asset Management first reported a position in PWR in Q3 2025 and has held it in 4 quarters since. 293 funds tracked by Wall St. Rank hold PWR as of Q2 2026.

Worth Asset Management held 406 shares of Quanta Services worth $292K as of Q2 2026.
Worth Asset Management sold 85 Quanta Services shares in Q2 2026, an estimated $58.1K.
Quanta Services made up 0.09% of Worth Asset Management's portfolio in Q2 2026, its #148 holding.
Worth Asset Management first reported a position in Quanta Services in Q3 2025 and has held it in 4 quarters since.
293 funds tracked by Wall St. Rank held Quanta Services as of Q2 2026.

Based on Worth Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.