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EverSource Wealth Advisors’s Powell Industries POWL Stock Holding History

EverSource Wealth 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 		$49K Sell
171
-108
-39% -$29.3K ﹤0.01% 1790
2026
Q1 		$50.3K Sell
279
-30
-10% -$4.9K ﹤0.01% 1876
2025
Q4 		$32.8K Buy
309
+36
+13% +$4.04K ﹤0.01% 2039
2025
Q3 		$27.7K Buy
273
+9
+3% +$763 ﹤0.01% 2115
2025
Q2 		$18.5K Buy
264
+225
+577% +$13.6K ﹤0.01% 2362
2025
Q1 		$2.21K Buy
39
+30
+333% +$2.09K ﹤0.01% 2876
2024
Q4 		$665 Buy
+9
New +$804 ﹤0.01% 3097
2023
Q1 		– Sell
-525
Closed -$6.16K – 2497
2022
Q4 		$6.16K Hold
525
– – ﹤0.01% 1525
2022
Q3 		$4K Hold
525
– – ﹤0.01% 1465
2022
Q2 		$4K Hold
525
– – ﹤0.01% 1340
2022
Q1 		$3K Sell
525
-129
-20% -$1.05K ﹤0.01% 1441
2021
Q4 		$7K Buy
+654
New +$5.87K ﹤0.01% 1131

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

EverSource Wealth Advisors's POWL Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Powell Industries (POWL) stake by 39% in Q2 2026, selling an estimated $29.3K and leaving 171 shares worth $49K. The position accounts for ﹤0.01% of the portfolio, ranked #1790.

EverSource Wealth Advisors first reported a position in POWL in Q4 2021 and has held it in 12 quarters since. The position peaked at $50.3K in Q1 2026. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • EverSource Wealth Advisors held 171 shares of Powell Industries worth $49K as of Q2 2026.
  • EverSource Wealth Advisors sold 108 Powell Industries shares in Q2 2026, an estimated $29.3K.
  • Powell Industries made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1790 holding.
  • EverSource Wealth Advisors first reported a position in Powell Industries in Q4 2021 and has held it in 12 quarters since.
  • EverSource Wealth Advisors's Powell Industries position peaked at $50.3K in Q1 2026.
  • 580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.