MassMutual Private Wealth & Trust’s Powell Industries POWL Stock Holding History

MassMutual Private Wealth & Trust’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 Q3	$19K	Sell	103 -2	-2%	-$411	﹤0.01%	1089
2026 Q2	$30.1K	Sell	105 -6	-5%	-$1.63K	﹤0.01%	965
2026 Q1	$20K	Buy	111 +9	+9%	+$1.47K	﹤0.01%	1082
2025 Q4	$10.8K	Hold	102	–	–	﹤0.01%	1355
2025 Q3	$10.4K	Buy	102 +3	+3%	+$254	﹤0.01%	1387
2025 Q2	$6.94K	Sell	99 -3	-3%	-$181	﹤0.01%	1498
2025 Q1	$5.79K	Buy	102 +30	+42%	+$2.09K	﹤0.01%	1530
2024 Q4	$5.32K	Hold	72	–	–	﹤0.01%	1513
2024 Q3	$5.33K	Buy	+72	New	+$3.92K	﹤0.01%	1358

Other funds holding POWL

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

RIA

RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Quantum Private Wealth Tampa, Florida $391M AUM 50.76% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

MassMutual Private Wealth & Trust's POWL Position: Q3 2026 in Review

MassMutual Private Wealth & Trust reduced its Powell Industries (POWL) stake by 1.9% in Q3 2026, selling an estimated $411 and leaving 103 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #1089.

MassMutual Private Wealth & Trust first reported a position in POWL in Q3 2024 and has held it in 9 quarters since. The position peaked at $30.1K in Q2 2026. 92 funds tracked by Wall St. Rank hold POWL as of Q3 2026.

MassMutual Private Wealth & Trust held 103 shares of Powell Industries worth $19K as of Q3 2026.
MassMutual Private Wealth & Trust sold 2 Powell Industries shares in Q3 2026, an estimated $411.
Powell Industries made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1089 holding.
MassMutual Private Wealth & Trust first reported a position in Powell Industries in Q3 2024 and has held it in 9 quarters since.
MassMutual Private Wealth & Trust's Powell Industries position peaked at $30.1K in Q2 2026.
92 funds tracked by Wall St. Rank held Powell Industries as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.