PWR — QUANTA SVCS INC

Ownership history in Connective Portfolio Management, LLC  ·  11 quarters on record

AI Ownership Summary

Connective Portfolio Management, LLC reported QUANTA SVCS INC (PWR) in 11 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 2.28% in 2024 Q1. The latest visible filing shows PWR at 1.78% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PWR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Connective Portfolio Management, 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
2026 Q1

PWR was reported at 1.78% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.28% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 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 Connective Portfolio Management, LLC fund profile Connective Portfolio Management, LLC full holdings
How Connective Portfolio Management, LLC 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 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 1,194 -111 -8.5% 1.78% $656K 2026-04-16 $587.42
2025 Q4 UNCHANGED 1,305 — 0% 0.99% $551K 2026-01-12 $432.58
2025 Q3 UNCHANGED 1,305 — 0% 0.97% $549K 2025-10-16 $437.32
2025 Q2 UNCHANGED 1,305 — 0% 1.04% $486K 2025-07-09 $381.85
2025 Q1 UNCHANGED 1,305 — 0% 1.12% $332K 2025-04-22 $261.60
2024 Q4 ADDED 1,305 +10 +0.8% 0.61% $412K 2025-01-14 $319.46
2024 Q3 UNCHANGED 1,295 — 0% 0.68% $383K 2024-10-08 $308.16
2024 Q2 REDUCED 1,295 -3,700 -74.1% 0.53% $329K 2024-07-30 $251.11
2024 Q1 REDUCED 4,995 -3,005 -37.6% 2.28% $1.3M 2024-04-30 $257.96
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 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% Westend Capital Management, LLC 3Y 7Y 5.85% BOURNE LENT ASSET MANAGEMENT INC 3Y 7Y 5.61% NEVILLE RODIE & SHAW INC 3Y 7Y 4.79% Trust Point Inc. 3.36% CARDEROCK CAPITAL MANAGEMENT INC 3Y 7Y 3.1% Strong Tower Advisory Services 3Y 2.72% MONARCH CAPITAL MANAGEMENT INC 3Y 7Y 2.34% GUYASUTA INVESTMENT ADVISORS INC 3Y 7Y 2.27%

FAQ About Connective Portfolio Management, 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 Connective Portfolio Management, LLC reported owning PWR?

Connective Portfolio Management, LLC reported PWR across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported PWR position in Connective Portfolio Management, LLC's portfolio?

The largest reported portfolio weight for PWR was 2.28% in 2024 Q1.

What is the latest reported PWR position on this page?

The most recent filing on this page is 2026 Q1, when Connective Portfolio Management, LLC reported 1,194 shares, equal to 1.78% of portfolio, with an estimated market value of $656K.

What does the chart on this PWR ownership page compare?

The chart compares Connective Portfolio Management, 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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