Focus Partners Wealth
POWL icon

Focus Partners Wealth’s Powell Industries POWL Stock Holding History

Focus Partners Wealth’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 		$2.02M Buy
7,037
+794
+13% +$215K ﹤0.01% 1353
2026
Q1 		$1.13M Sell
6,243
-1,836
-23% -$300K ﹤0.01% 1562
2025
Q4 		$859K Buy
+8,079
New +$907K ﹤0.01% 1693

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

Focus Partners Wealth's POWL Position: Q2 2026 in Review

Focus Partners Wealth increased its Powell Industries (POWL) stake by 13% in Q2 2026, buying an estimated $215K and bringing the position to 7,037 shares worth $2.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1353.

Focus Partners Wealth first reported a position in POWL in Q4 2025 and has held it in 3 quarters since. 581 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Focus Partners Wealth held 7,037 shares of Powell Industries worth $2.02M as of Q2 2026.
  • Focus Partners Wealth bought 794 Powell Industries shares in Q2 2026, an estimated $215K.
  • Powell Industries made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1353 holding.
  • Focus Partners Wealth first reported a position in Powell Industries in Q4 2025 and has held it in 3 quarters since.
  • 581 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.