Focused Wealth Management’s Powell Industries POWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $303K | Buy |
+1,060
| New | +$288K | 0.03% | 179 |
|
|
2024
Q1 | – | Sell |
-900
| Closed | -$26.5K | – | 756 |
|
|
2023
Q4 | $26.5K | Hold |
900
| – | – | ﹤0.01% | 395 |
|
|
2023
Q3 | $24.9K | Hold |
900
| – | – | ﹤0.01% | 390 |
|
|
2023
Q2 | $18.2K | Hold |
900
| – | – | ﹤0.01% | 446 |
|
|
2023
Q1 | $12.8K | Hold |
900
| – | – | ﹤0.01% | 498 |
|
|
2022
Q4 | $10.6K | Hold |
900
| – | – | ﹤0.01% | 521 |
|
|
2022
Q3 | $6K | Hold |
900
| – | – | ﹤0.01% | 598 |
|
|
2022
Q2 | $7K | Hold |
900
| – | – | ﹤0.01% | 561 |
|
|
2022
Q1 | $6K | Hold |
900
| – | – | ﹤0.01% | 646 |
|
|
2021
Q4 | $9K | Hold |
900
| – | – | ﹤0.01% | 608 |
|
|
2021
Q3 | $7K | Hold |
900
| – | – | ﹤0.01% | 664 |
|
|
2021
Q2 | $9K | Hold |
900
| – | – | ﹤0.01% | 631 |
|
|
2021
Q1 | $10K | Hold |
900
| – | – | ﹤0.01% | 600 |
|
|
2020
Q4 | $9K | Hold |
900
| – | – | ﹤0.01% | 572 |
|
|
2020
Q3 | $7K | Hold |
900
| – | – | ﹤0.01% | 558 |
|
|
2020
Q2 | $8K | Hold |
900
| – | – | ﹤0.01% | 520 |
|
|
2020
Q1 | $8K | Hold |
900
| – | – | ﹤0.01% | 485 |
|
|
2019
Q4 | $15K | Hold |
900
| – | – | ﹤0.01% | 452 |
|
|
2019
Q3 | $12K | Hold |
900
| – | – | ﹤0.01% | 462 |
|
|
2019
Q2 | $11K | Hold |
900
| – | – | ﹤0.01% | 507 |
|
|
2019
Q1 | $8K | Hold |
900
| – | – | ﹤0.01% | 493 |
|
|
2018
Q4 | $8K | Buy |
+900
| New | +$8.92K | ﹤0.01% | 483 |
|
|
2018
Q3 | – | Sell |
-900
| Closed | -$10K | – | 706 |
|
|
2018
Q2 | $10K | Hold |
900
| – | – | ﹤0.01% | 451 |
|
|
2018
Q1 | $8K | Hold |
900
| – | – | ﹤0.01% | 501 |
|
|
2017
Q4 | $9K | Sell |
900
-900
| -50% | -$8.61K | ﹤0.01% | 483 |
|
|
2017
Q3 | $18K | Buy |
1,800
+900
| +100% | +$9.15K | 0.01% | 356 |
|
|
2017
Q2 | $10K | Hold |
900
| – | – | ﹤0.01% | 473 |
|
|
2017
Q1 | $10K | Hold |
900
| – | – | ﹤0.01% | 462 |
|
|
2016
Q4 | $12K | Hold |
900
| – | – | 0.01% | 452 |
|
|
2016
Q3 | $12K | Hold |
900
| – | – | 0.01% | 425 |
|
|
2016
Q2 | $12K | Hold |
900
| – | – | 0.01% | 418 |
|
|
2016
Q1 | $9K | Hold |
900
| – | – | ﹤0.01% | 411 |
|
|
2015
Q4 | $8K | Hold |
900
| – | – | ﹤0.01% | 440 |
|
|
2015
Q3 | $9K | Hold |
900
| – | – | 0.01% | 416 |
|
|
2015
Q2 | $11K | Hold |
900
| – | – | 0.01% | 395 |
|
|
2015
Q1 | $10K | Hold |
900
| – | – | 0.01% | 431 |
|
|
2014
Q4 | $15K | Hold |
900
| – | – | 0.01% | 350 |
|
|
2014
Q3 | $12K | Hold |
900
| – | – | 0.01% | 401 |
|
|
2014
Q2 | $20K | Hold |
900
| – | – | 0.02% | 311 |
|
|
2014
Q1 | $19K | Hold |
900
| – | – | 0.02% | 295 |
|
|
2013
Q4 | $20K | Hold |
900
| – | – | 0.02% | 292 |
|
|
2013
Q3 | $18K | Buy |
+900
| New | +$16.3K | 0.02% | 293 |
|
Other funds holding POWL
Focused Wealth Management's POWL Position: Q2 2026 in Review
Focused Wealth Management opened a new position in Powell Industries (POWL) in Q2 2026: 1,060 shares worth $303K. The stake represents 0.03% of the portfolio and ranks #179 among its holdings. This is a return to the name: Focused Wealth Management previously reported a position in POWL as recently as Q4 2023.
Focused Wealth Management first reported a position in POWL in Q3 2013 and has held it in 42 quarters since. 581 funds tracked by Wall St. Rank hold POWL as of Q2 2026.
- Focused Wealth Management held 1,060 shares of Powell Industries worth $303K as of Q2 2026.
- Powell Industries was a new Focused Wealth Management position in Q2 2026.
- Powell Industries made up 0.03% of Focused Wealth Management's portfolio in Q2 2026, its #179 holding.
- Focused Wealth Management first reported a position in Powell Industries in Q3 2013 and has held it in 42 quarters since.
- 581 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.
Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.