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Fulcrum Wealth Advisors’s Powell Industries POWL Stock Holding History

Fulcrum 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 		– Sell
-2,430
Closed -$438K – 88
2026
Q1 		$438K Hold
2,430
– – 0.36% 40
2025
Q4 		$258K Buy
+2,430
New +$273K 0.21% 58

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State Street
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Invesco
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Fulcrum Wealth Advisors sold out of Powell Industries (POWL) in Q2 2026, closing a stake of 2,430 shares — an estimated $438K sold.

Fulcrum Wealth Advisors first reported a position in POWL in Q4 2025 and held it in 2 quarters. The position peaked at $438K in Q1 2026. 577 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Fulcrum Wealth Advisors reported no remaining Powell Industries position as of Q2 2026 after selling out during the quarter.
  • Fulcrum Wealth Advisors sold 2,430 Powell Industries shares in Q2 2026, an estimated $438K.
  • Fulcrum Wealth Advisors first reported a position in Powell Industries in Q4 2025 and held it in 2 quarters.
  • Fulcrum Wealth Advisors's Powell Industries position peaked at $438K in Q1 2026.
  • 577 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

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