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Atlantic Private Wealth’s Powell Industries POWL Stock Holding History

Atlantic Private Wealth’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
Q1 		– Sell
-3
Closed -$319 – 382
2025
Q4 		$319 Buy
+3
New +$337 ﹤0.01% 365

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Morgan Stanley
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Fisher Asset Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Atlantic Private Wealth's POWL Position: Q1 2026 in Review

Atlantic Private Wealth sold out of Powell Industries (POWL) in Q1 2026, closing a stake of 3 shares — an estimated $319 sold.

Atlantic Private Wealth first reported a position in POWL in Q4 2025 and held it in 1 quarter. The position peaked at $319 in Q4 2025. 474 funds tracked by Wall St. Rank hold POWL as of Q1 2026.

  • Atlantic Private Wealth reported no remaining Powell Industries position as of Q1 2026 after selling out during the quarter.
  • Atlantic Private Wealth sold 3 Powell Industries shares in Q1 2026, an estimated $319.
  • Atlantic Private Wealth first reported a position in Powell Industries in Q4 2025 and held it in 1 quarter.
  • Atlantic Private Wealth's Powell Industries position peaked at $319 in Q4 2025.
  • 474 funds tracked by Wall St. Rank held Powell Industries as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.