AssetMark Inc
POWL icon

AssetMark Inc’s Powell Industries POWL Stock Holding History

AssetMark Inc’s Portfolio POWL Stock Details POWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.4M Buy
50,365
+793
+2% +$215K 0.02% 463
2026
Q1 		$8.94M Buy
49,572
+4,998
+11% +$817K 0.02% 533
2025
Q4 		$4.74M Buy
44,574
+6,123
+16% +$688K 0.01% 669
2025
Q3 		$3.91M Sell
38,451
-2,040
-5% -$173K 0.01% 679
2025
Q2 		$2.84M Sell
40,491
-3,885
-9% -$234K 0.01% 698
2025
Q1 		$2.52M Buy
44,376
+10,845
+32% +$756K 0.01% 658
2024
Q4 		$2.48M Sell
33,531
-2,943
-8% -$263K 0.01% 663
2024
Q3 		$2.7M Buy
36,474
+2,799
+8% +$152K 0.01% 586
2024
Q2 		$1.61M Buy
33,675
+33,453
+15,069% +$1.75M 0.01% 667
2024
Q1 		$10.5K Sell
222
-45
-17% -$1.93K ﹤0.01% 1370
2023
Q4 		$7.87K Buy
267
+186
+230% +$5.18K ﹤0.01% 1405
2023
Q3 		$2.24K Hold
81
– – ﹤0.01% 1464
2023
Q2 		$1.64K Buy
+81
New +$1.4K ﹤0.01% 1439
2018
Q1 		– Sell
-12
Closed – – 1850
2017
Q4 		$0 Buy
+12
New +$115 ﹤0.01% 2071
2017
Q2 		– Sell
-120
Closed -$1K – 1468
2017
Q1 		$1K Buy
+120
New +$1.43K ﹤0.01% 1217

Other funds holding POWL

TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
GCM
GKV Capital Management Walnut Creek, California $310M AUM 51.56% 1-Year Est. Return
QPW
Quantum Private Wealth Tampa, Florida $390M AUM 58.18% 1-Year Est. Return
RWM
Rockline Wealth Management Plainview, New York $522M AUM 39.64% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

AssetMark Inc's POWL Position: Q2 2026 in Review

AssetMark Inc increased its Powell Industries (POWL) stake by 1.6% in Q2 2026, buying an estimated $215K and bringing the position to 50,365 shares worth $14.4M. The position accounts for 0.02% of the portfolio, ranked #463.

AssetMark Inc first reported a position in POWL in Q1 2017 and has held it in 15 quarters since. 180 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • AssetMark Inc held 50,365 shares of Powell Industries worth $14.4M as of Q2 2026.
  • AssetMark Inc bought 793 Powell Industries shares in Q2 2026, an estimated $215K.
  • Powell Industries made up 0.02% of AssetMark Inc's portfolio in Q2 2026, its #463 holding.
  • AssetMark Inc first reported a position in Powell Industries in Q1 2017 and has held it in 15 quarters since.
  • 180 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.