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Kassira Wealth Management’s Powell Industries POWL Stock Holding History

Kassira Wealth Management’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 		$476K Sell
1,663
-1,805
-52% -$490K 0.38% 48
2026
Q1 		$625K Sell
3,468
-7,149
-67% -$1.17M 0.57% 38
2025
Q4 		$1.13M Sell
10,617
-285
-3% -$32K 1.07% 30
2025
Q3 		$1.11M Buy
+10,902
New +$924K 1.07% 32

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

Kassira Wealth Management's POWL Position: Q2 2026 in Review

Kassira Wealth Management reduced its Powell Industries (POWL) stake by 52% in Q2 2026, selling an estimated $490K and leaving 1,663 shares worth $476K. The position accounts for 0.38% of the portfolio, ranked #48.

Kassira Wealth Management first reported a position in POWL in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.13M in Q4 2025. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Kassira Wealth Management held 1,663 shares of Powell Industries worth $476K as of Q2 2026.
  • Kassira Wealth Management sold 1,805 Powell Industries shares in Q2 2026, an estimated $490K.
  • Powell Industries made up 0.38% of Kassira Wealth Management's portfolio in Q2 2026, its #48 holding.
  • Kassira Wealth Management first reported a position in Powell Industries in Q3 2025 and has held it in 4 quarters since.
  • Kassira Wealth Management's Powell Industries position peaked at $1.13M in Q4 2025.
  • 580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Kassira Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.