Cetera Investment Advisers
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Cetera Investment Advisers’s Powell Industries POWL Stock Holding History

Cetera Investment Advisers’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 		$5.3M Buy
18,507
+579
+3% +$157K ﹤0.01% 1577
2026
Q1 		$3.23M Sell
17,928
-1,167
-6% -$191K ﹤0.01% 1832
2025
Q4 		$2.03M Sell
19,095
-4,287
-18% -$481K ﹤0.01% 2200
2025
Q3 		$2.38M Buy
23,382
+8,382
+56% +$711K ﹤0.01% 2028
2025
Q2 		$1.05M Buy
15,000
+189
+1% +$11.4K ﹤0.01% 2333
2025
Q1 		$841K Buy
14,811
+9,474
+178% +$660K ﹤0.01% 2405
2024
Q4 		$394K Sell
5,337
-246
-4% -$22K ﹤0.01% 2880
2024
Q3 		$413K Buy
+5,583
New +$304K ﹤0.01% 2813

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

Cetera Investment Advisers's POWL Position: Q2 2026 in Review

Cetera Investment Advisers increased its Powell Industries (POWL) stake by 3.2% in Q2 2026, buying an estimated $157K and bringing the position to 18,507 shares worth $5.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1577.

Cetera Investment Advisers first reported a position in POWL in Q3 2024 and has held it in 8 quarters since. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Cetera Investment Advisers held 18,507 shares of Powell Industries worth $5.3M as of Q2 2026.
  • Cetera Investment Advisers bought 579 Powell Industries shares in Q2 2026, an estimated $157K.
  • Powell Industries made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1577 holding.
  • Cetera Investment Advisers first reported a position in Powell Industries in Q3 2024 and has held it in 8 quarters since.
  • 580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.