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Journey Strategic Wealth’s Powell Industries POWL Stock Holding History

Journey Strategic 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
Q1 		$642K Buy
3,561
+102
+3% +$16.7K 0.02% 282
2025
Q4 		$368K Buy
3,459
+6
+0.2% +$674 0.01% 412
2025
Q3 		$351K Buy
3,453
+258
+8% +$21.9K 0.01% 408
2025
Q2 		$224K Buy
+3,195
New +$193K 0.01% 561

Other funds holding POWL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Journey Strategic Wealth's POWL Position: Q1 2026 in Review

Journey Strategic Wealth increased its Powell Industries (POWL) stake by 2.9% in Q1 2026, buying an estimated $16.7K and bringing the position to 3,561 shares worth $642K. The position accounts for 0.02% of the portfolio, ranked #282.

Journey Strategic Wealth first reported a position in POWL in Q2 2025 and has held it in 4 quarters since. 477 funds tracked by Wall St. Rank hold POWL as of Q1 2026.

  • Journey Strategic Wealth held 3,561 shares of Powell Industries worth $642K as of Q1 2026.
  • Journey Strategic Wealth bought 102 Powell Industries shares in Q1 2026, an estimated $16.7K.
  • Powell Industries made up 0.02% of Journey Strategic Wealth's portfolio in Q1 2026, its #282 holding.
  • Journey Strategic Wealth first reported a position in Powell Industries in Q2 2025 and has held it in 4 quarters since.
  • 477 funds tracked by Wall St. Rank held Powell Industries as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.