Cedar Mountain Advisors
POWL icon

Cedar Mountain Advisors’s Powell Industries POWL Stock Holding History

Cedar Mountain Advisors’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
Q3 		$1.66K Hold
9
– – ﹤0.01% 839
2026
Q2 		$2.58K Hold
9
– – ﹤0.01% 824
2026
Q1 		$1.62K Hold
9
– – ﹤0.01% 847
2025
Q4 		$956 Hold
9
– – ﹤0.01% 522
2025
Q3 		$914 Buy
+9
New +$763 ﹤0.01% 544

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RIA
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Congress Asset Management
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Carnegie Investment Counsel
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AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Quantum Private Wealth
Quantum Private Wealth Tampa, Florida $391M AUM 50.76% 1-Year Est. Return
Chatham Capital Group
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Cedar Mountain Advisors's POWL Position: Q3 2026 in Review

Cedar Mountain Advisors held its Powell Industries (POWL) position steady in Q3 2026 at 9 shares worth $1.66K. The position accounts for ﹤0.01% of the portfolio, ranked #839.

Cedar Mountain Advisors first reported a position in POWL in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.58K in Q2 2026. 83 funds tracked by Wall St. Rank hold POWL as of Q3 2026.

  • Cedar Mountain Advisors held 9 shares of Powell Industries worth $1.66K as of Q3 2026.
  • Cedar Mountain Advisors left its Powell Industries share count unchanged in Q3 2026.
  • Powell Industries made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #839 holding.
  • Cedar Mountain Advisors first reported a position in Powell Industries in Q3 2025 and has held it in 5 quarters since.
  • Cedar Mountain Advisors's Powell Industries position peaked at $2.58K in Q2 2026.
  • 83 funds tracked by Wall St. Rank held Powell Industries as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.