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Avidian Wealth Enterprises’s Powell Industries POWL Stock Holding History

Avidian Wealth Enterprises’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 		– Sell
-2,016
Closed -$364K – 758
2026
Q1 		$364K Sell
2,016
-225
-10% -$36.8K 0.01% 501
2025
Q4 		$238K Buy
2,241
+12
+0.5% +$1.35K 0.01% 523
2025
Q3 		$226K Buy
+2,229
New +$189K 0.01% 530

Other funds holding POWL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avidian Wealth Enterprises's POWL Position: Q2 2026 in Review

Avidian Wealth Enterprises sold out of Powell Industries (POWL) in Q2 2026, closing a stake of 2,016 shares — an estimated $364K sold.

Avidian Wealth Enterprises first reported a position in POWL in Q3 2025 and held it in 3 quarters. The position peaked at $364K in Q1 2026. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Avidian Wealth Enterprises reported no remaining Powell Industries position as of Q2 2026 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 2,016 Powell Industries shares in Q2 2026, an estimated $364K.
  • Avidian Wealth Enterprises first reported a position in Powell Industries in Q3 2025 and held it in 3 quarters.
  • Avidian Wealth Enterprises's Powell Industries position peaked at $364K in Q1 2026.
  • 580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.