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Clearstead Advisors’s Powell Industries POWL Stock Holding History

Clearstead 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 		$101K Buy
354
+204
+136% +$55.3K ﹤0.01% 1287
2026
Q1 		$27.1K Sell
150
-90
-38% -$14.7K ﹤0.01% 1385
2025
Q4 		$25.5K Sell
240
-69
-22% -$7.75K ﹤0.01% 1637
2025
Q3 		$31.4K Sell
309
-81
-21% -$6.87K ﹤0.01% 1445
2025
Q2 		$27.4K Buy
390
+69
+21% +$4.16K ﹤0.01% 1499
2025
Q1 		$18.2K Buy
321
+30
+10% +$2.09K ﹤0.01% 1445
2024
Q4 		$21.5K Sell
291
-9
-3% -$804 ﹤0.01% 1363
2024
Q3 		$22.2K Buy
+300
New +$16.3K ﹤0.01% 1390

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

Clearstead Advisors's POWL Position: Q2 2026 in Review

Clearstead Advisors increased its Powell Industries (POWL) stake by 136% in Q2 2026, buying an estimated $55.3K and bringing the position to 354 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #1287.

Clearstead Advisors 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.

  • Clearstead Advisors held 354 shares of Powell Industries worth $101K as of Q2 2026.
  • Clearstead Advisors bought 204 Powell Industries shares in Q2 2026, an estimated $55.3K.
  • Powell Industries made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1287 holding.
  • Clearstead Advisors 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 Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.