CoreCap Advisors’s Powell Industries POWL Stock Holding History

CoreCap 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	$738	Buy	+4	New	+$821	﹤0.01%	2724
2025 Q4	–	Sell	-162	Closed	-$16.5K	–	3033
2025 Q3	$16.5K	Buy	162 +45	+38%	+$3.82K	﹤0.01%	1745
2025 Q2	$8.23K	Hold	117	–	–	﹤0.01%	1948
2025 Q1	$6.65K	Sell	117 -444	-79%	-$30.9K	﹤0.01%	1995
2024 Q4	$41.4K	Buy	561 +111	+25%	+$9.9K	﹤0.01%	1271
2024 Q3	$33.3K	Buy	+450	New	+$24.5K	﹤0.01%	1351

Other funds holding POWL

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

RIA

RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Quantum Private Wealth Tampa, Florida $391M AUM 50.76% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

CoreCap Advisors's POWL Position: Q3 2026 in Review

CoreCap Advisors opened a new position in Powell Industries (POWL) in Q3 2026: 4 shares worth $738. The stake represents ﹤0.01% of the portfolio and ranks #2724 among its holdings. This is a return to the name: CoreCap Advisors previously reported a position in POWL as recently as Q3 2025.

CoreCap Advisors first reported a position in POWL in Q3 2024 and has held it in 6 quarters since. The position peaked at $41.4K in Q4 2024. 87 funds tracked by Wall St. Rank hold POWL as of Q3 2026.

CoreCap Advisors held 4 shares of Powell Industries worth $738 as of Q3 2026.
Powell Industries was a new CoreCap Advisors position in Q3 2026.
Powell Industries made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2724 holding.
CoreCap Advisors first reported a position in Powell Industries in Q3 2024 and has held it in 6 quarters since.
CoreCap Advisors's Powell Industries position peaked at $41.4K in Q4 2024.
87 funds tracked by Wall St. Rank held Powell Industries as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.