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Fortune Financial Advisors’s Powell Industries POWL Stock Holding History

Fortune Financial 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 		$2.47M Hold
8,625
– – 1.06% 26
2026
Q1 		$1.56M Buy
+8,625
New +$1.41M 0.79% 36

Other funds holding POWL

TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
GCM
GKV Capital Management Walnut Creek, California $310M AUM 51.56% 1-Year Est. Return
QPW
Quantum Private Wealth Tampa, Florida $390M AUM 58.18% 1-Year Est. Return
RWM
Rockline Wealth Management Plainview, New York $522M AUM 39.64% 1-Year Est. Return

Fortune Financial Advisors's POWL Position: Q2 2026 in Review

Fortune Financial Advisors held its Powell Industries (POWL) position steady in Q2 2026 at 8,625 shares worth $2.47M. The position accounts for 1.06% of the portfolio, ranked #26.

Fortune Financial Advisors first reported a position in POWL in Q1 2026 and has held it in 2 quarters since. 180 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Fortune Financial Advisors held 8,625 shares of Powell Industries worth $2.47M as of Q2 2026.
  • Fortune Financial Advisors left its Powell Industries share count unchanged in Q2 2026.
  • Powell Industries made up 1.06% of Fortune Financial Advisors's portfolio in Q2 2026, its #26 holding.
  • Fortune Financial Advisors first reported a position in Powell Industries in Q1 2026 and has held it in 2 quarters since.
  • 180 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.