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Evolution Wealth Management’s Powell Industries POWL Stock Holding History

Evolution Wealth Management’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 		$51.5K Sell
180
-18
-9% -$4.88K 0.03% 308
2026
Q1 		$35.7K Sell
198
-57
-22% -$9.32K 0.03% 326
2025
Q4 		$27.1K Sell
255
-15
-6% -$1.68K 0.02% 321
2025
Q3 		$27.4K Sell
270
-15
-5% -$1.27K 0.03% 266
2025
Q2 		$20K Buy
+285
New +$17.2K 0.02% 281

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

Evolution Wealth Management's POWL Position: Q2 2026 in Review

Evolution Wealth Management reduced its Powell Industries (POWL) stake by 9.1% in Q2 2026, selling an estimated $4.88K and leaving 180 shares worth $51.5K. The position accounts for 0.03% of the portfolio, ranked #308.

Evolution Wealth Management first reported a position in POWL in Q2 2025 and has held it in 5 quarters since. 581 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Evolution Wealth Management held 180 shares of Powell Industries worth $51.5K as of Q2 2026.
  • Evolution Wealth Management sold 18 Powell Industries shares in Q2 2026, an estimated $4.88K.
  • Powell Industries made up 0.03% of Evolution Wealth Management's portfolio in Q2 2026, its #308 holding.
  • Evolution Wealth Management first reported a position in Powell Industries in Q2 2025 and has held it in 5 quarters since.
  • 581 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.