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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
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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CCG
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LCM
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MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Cedar Mountain Advisors's POWL Position: Q2 2026 in Review

Cedar Mountain Advisors held its Powell Industries (POWL) position steady in Q2 2026 at 9 shares worth $2.58K. The position accounts for ﹤0.01% of the portfolio, ranked #824.

Cedar Mountain Advisors first reported a position in POWL in Q3 2025 and has held it in 4 quarters since. 57 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Cedar Mountain Advisors held 9 shares of Powell Industries worth $2.58K as of Q2 2026.
  • Cedar Mountain Advisors left its Powell Industries share count unchanged in Q2 2026.
  • Powell Industries made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #824 holding.
  • Cedar Mountain Advisors first reported a position in Powell Industries in Q3 2025 and has held it in 4 quarters since.
  • 57 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.