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Kestra Advisory Services’s Powell Industries POWL Stock Holding History

Kestra Advisory Services’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 		– Sell
-1,521
Closed -$162K – 4081
2025
Q4 		$162K Buy
+1,521
New +$171K ﹤0.01% 3063

Other funds holding POWL

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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kestra Advisory Services's POWL Position: Q1 2026 in Review

Kestra Advisory Services sold out of Powell Industries (POWL) in Q1 2026, closing a stake of 1,521 shares — an estimated $162K sold.

Kestra Advisory Services first reported a position in POWL in Q4 2025 and held it in 1 quarter. The position peaked at $162K in Q4 2025. 474 funds tracked by Wall St. Rank hold POWL as of Q1 2026.

  • Kestra Advisory Services reported no remaining Powell Industries position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,521 Powell Industries shares in Q1 2026, an estimated $162K.
  • Kestra Advisory Services first reported a position in Powell Industries in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Powell Industries position peaked at $162K in Q4 2025.
  • 474 funds tracked by Wall St. Rank held Powell Industries as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.