Clarus Group, Inc. PWR — QUANTA SVCS INC

Ownership history in Clarus Group, Inc.  ·  7 quarters on record

AI Ownership Summary

Clarus Group, Inc. reported QUANTA SVCS INC (PWR) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.51% in 2024 Q3. The latest visible filing shows PWR at 0.37% 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 Clarus Group, Inc.'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
2026 Q1

PWR was reported at 0.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.51% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 to 2026 Q1

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.

PWR stock page Clarus Group, Inc. fund profile Clarus Group, Inc. full holdings
How Clarus Group, Inc. held PWR — position size vs. price
% of Fund (quarterly)    PWR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 1,882 -316 -14.4% 0.37% $1.0M 2026-04-21 $605.89
2025 Q4 REDUCED 5.1% +30.1% ❌ 2,198 -117 -5.1% 0.33% $928K 2026-01-16 $466.66
2025 Q3 REDUCED 5.2% +4.0% ❌ 2,315 -127 -5.2% 0.33% $959K 2025-11-03 $450.61
2025 Q2 REDUCED — — — 2,442 -56 -2.2% 0.34% $923K 2025-07-15 $386.27
2025 Q1 REDUCED 12.3% +48.8% ❌ 2,498 -350 -12.3% 0.25% $635K 2025-04-25 $287.06
2024 Q4 REDUCED 29.1% -19.6% ✅ 2,848 -1,169 -29.1% 0.32% $900K 2025-01-29 $297.40
2024 Q3 INITIATED — — — 4,017 — — 0.51% $1.2M 2024-10-21 $317.11

🏢 Other funds also holding PWR

As of 2026 Q1 — sorted by position size

FLYWHEEL PRIVATE WEALTH LLC 10.92% Washington Trust Advisors, Inc. 3Y 7.01% Reliant Investment Management, LLC 3Y 7Y 6.94% Westend Capital Management, LLC 3Y 7Y 5.85% BOURNE LENT ASSET MANAGEMENT INC 3Y 7Y 5.61% AMI ASSET MANAGEMENT CORP 3Y 7Y 4.99% NEVILLE RODIE & SHAW INC 3Y 7Y 4.79% ARGUS INVESTORS' COUNSEL, INC. 3Y 7Y 3.79% Tower View Wealth Management LLC 3Y 7Y 3.64% Trust Point Inc. 3.36%

FAQ About Clarus Group, Inc. and PWR

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

How long has Clarus Group, Inc. reported owning PWR?

Clarus Group, Inc. reported PWR across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported PWR position in Clarus Group, Inc.'s portfolio?

The largest reported portfolio weight for PWR was 0.51% in 2024 Q3.

What is the latest reported PWR position on this page?

The most recent filing on this page is 2026 Q1, when Clarus Group, Inc. reported 1,882 shares, equal to 0.37% of portfolio, with an estimated market value of $1.0M.

What does the chart on this PWR ownership page compare?

The chart compares Clarus Group, Inc.'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.

How well did Clarus Group, Inc. time their PWR position?

Based on 13F filing dates vs. subsequent PWR price moves, Clarus Group, Inc. correctly timed 1 out of 6 reported position changes (17%). The annualised alpha on PWR relative to SPY over the holding period was +37.3%.

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