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JFS Wealth Advisors’s Powell Industries POWL Stock Holding History

JFS 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 		$6.59K Buy
23
+8
+53% +$2.17K ﹤0.01% 1173
2026
Q1 		$2.71K Buy
15
+3
+25% +$490 ﹤0.01% 1420
2025
Q4 		$1.28K Buy
12
+6
+100% +$674 ﹤0.01% 1662
2025
Q3 		$610 Hold
6
– – ﹤0.01% 1728
2025
Q2 		$421 Buy
+6
New +$362 ﹤0.01% 1725
2025
Q1 		– Sell
-6
Closed -$444 – 1980
2024
Q4 		$444 Buy
+6
New +$536 ﹤0.01% 1795

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

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

JFS Wealth Advisors increased its Powell Industries (POWL) stake by 53% in Q2 2026, buying an estimated $2.17K and bringing the position to 23 shares worth $6.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1173.

JFS Wealth Advisors first reported a position in POWL in Q4 2024 and has held it in 6 quarters since. 581 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • JFS Wealth Advisors held 23 shares of Powell Industries worth $6.59K as of Q2 2026.
  • JFS Wealth Advisors bought 8 Powell Industries shares in Q2 2026, an estimated $2.17K.
  • Powell Industries made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1173 holding.
  • JFS Wealth Advisors first reported a position in Powell Industries in Q4 2024 and has held it in 6 quarters since.
  • 581 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.