Ascent Wealth Partners, LLC PWR β€” QUANTA SVCS INC

Ownership history in Ascent Wealth Partners, LLC  Β·  3 quarters on record

AI Ownership Summary

Ascent Wealth Partners, LLC reported QUANTA SVCS INC (PWR) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.87% in 2025 Q2. The latest visible filing shows PWR at 0.67% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PWR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ascent Wealth Partners, LLC's position in QUANTA SVCS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PWR was reported at 0.67% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.87% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Ascent Wealth Partners, LLC held PWR β€” position size vs. price
% of Fund (quarterly)    PWR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED β€” β€” β€” 13,715 -215 -1.5% 0.67% $5.8M 2026-02-14 (Est.) $523.98
2025 Q3 REDUCED 25.3% +4.0% ❌ 13,930 -4,721 -25.3% 0.67% $5.8M 2025-10-21 $437.23
2025 Q2 INITIATED β€” β€” β€” 18,651 β€” β€” 0.87% $7.1M 2025-08-12 $391.30

FAQ About Ascent Wealth Partners, LLC and PWR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ascent Wealth Partners, LLC reported owning PWR?

Ascent Wealth Partners, LLC reported PWR across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported PWR position in Ascent Wealth Partners, LLC's portfolio?

The largest reported portfolio weight for PWR was 0.87% in 2025 Q2.

What is the latest reported PWR position on this page?

The most recent filing on this page is 2025 Q4, when Ascent Wealth Partners, LLC reported 13,715 shares, equal to 0.67% of portfolio, with an estimated market value of $5.8M.

What does the chart on this PWR ownership page compare?

The chart compares Ascent Wealth Partners, LLC's quarterly PWR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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