Kestra Private Wealth Services
POWL icon

Kestra Private Wealth Services’s Powell Industries POWL Stock Holding History

Kestra Private Wealth 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
Q2 		$2.11M Buy
7,366
+490
+7% +$133K 0.02% 574
2026
Q1 		$1.24M Buy
6,876
+114
+2% +$18.6K 0.02% 735
2025
Q4 		$719K Buy
6,762
+687
+11% +$77.1K 0.01% 963
2025
Q3 		$617K Buy
+6,075
New +$515K 0.01% 996
2025
Q1 		– Sell
-11,388
Closed -$841K – 1556
2024
Q4 		$841K Buy
11,388
+1,914
+20% +$171K 0.01% 705
2024
Q3 		$701K Buy
9,474
+1,560
+20% +$84.9K 0.01% 751
2024
Q2 		$378K Buy
7,914
+645
+9% +$33.6K 0.01% 948
2024
Q1 		$345K Buy
+7,269
New +$311K 0.01% 953

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 $3.38T AUM 44.17% 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

Kestra Private Wealth Services's POWL Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Powell Industries (POWL) stake by 7.1% in Q2 2026, buying an estimated $133K and bringing the position to 7,366 shares worth $2.11M. The position accounts for 0.02% of the portfolio, ranked #574.

Kestra Private Wealth Services first reported a position in POWL in Q1 2024 and has held it in 8 quarters since. 584 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Kestra Private Wealth Services held 7,366 shares of Powell Industries worth $2.11M as of Q2 2026.
  • Kestra Private Wealth Services bought 490 Powell Industries shares in Q2 2026, an estimated $133K.
  • Powell Industries made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #574 holding.
  • Kestra Private Wealth Services first reported a position in Powell Industries in Q1 2024 and has held it in 8 quarters since.
  • 584 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.