Pandora Wealth, Inc. PWR — QUANTA SVCS INC COM

Ownership history in Pandora Wealth, Inc.  ·  4 quarters on record

AI Ownership Summary

Pandora Wealth, Inc. reported QUANTA SVCS INC COM (PWR) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.48% in 2025 Q2. The latest visible filing shows PWR at 0.31% 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 Pandora Wealth, Inc.'s position in QUANTA SVCS INC COM, 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 0.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.48% 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 Q1 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.

PWR stock page Pandora Wealth, Inc. fund profile Pandora Wealth, Inc. full holdings
How Pandora Wealth, 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 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 29.7% +30.1% ❌ 1,202 -507 -29.7% 0.31% $507K 2026-02-14 (Est.) $523.98
2025 Q3 REDUCED 16.4% +4.0% ❌ 1,709 -336 -16.4% 0.43% $708K 2025-11-03 $450.61
2025 Q2 REDUCED — — — 2,045 -20 -1.0% 0.48% $773K 2025-07-25 $421.39
2025 Q1 INITIATED — — — 2,065 — — 0.35% $525K 2025-05-12 $332.47

🏢 Other funds also holding PWR

As of 2026 Q1 — sorted by position size

FLYWHEEL PRIVATE WEALTH LLC 10.92% Settian Capital LP 3Y 10.38% GARRISON BRADFORD & ASSOCIATES INC 3Y 7Y 9.83% 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% Stack Financial Management, Inc 3Y 7Y 5.23% CAPITAL MANAGEMENT ASSOCIATES /NY/ 3Y 7Y 5.1% AMI ASSET MANAGEMENT CORP 3Y 7Y 4.99%

FAQ About Pandora Wealth, 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 Pandora Wealth, Inc. reported owning PWR?

Pandora Wealth, Inc. reported PWR across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported PWR position in Pandora Wealth, Inc.'s portfolio?

The largest reported portfolio weight for PWR was 0.48% in 2025 Q2.

What is the latest reported PWR position on this page?

The most recent filing on this page is 2025 Q4, when Pandora Wealth, Inc. reported 1,202 shares, equal to 0.31% of portfolio, with an estimated market value of $507K.

What does the chart on this PWR ownership page compare?

The chart compares Pandora Wealth, 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 Pandora Wealth, Inc. time their PWR position?

Based on 13F filing dates vs. subsequent PWR price moves, Pandora Wealth, Inc. correctly timed 1 out of 3 reported position changes (33%).

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