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Mount Yale Investment Advisors’s Powell Industries POWL Stock Holding History

Mount Yale Investment Advisors’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 		$219K Buy
+1,215
New +$199K 0.01% 1019
2025
Q3 		– Sell
-468
Closed -$32.8K – 1364
2025
Q2 		$32.8K Buy
+468
New +$28.2K ﹤0.01% 937

Other funds holding POWL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
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 $336B AUM 34.66% 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

Mount Yale Investment Advisors's POWL Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Powell Industries (POWL) in Q1 2026: 1,215 shares worth $219K. The stake represents 0.01% of the portfolio and ranks #1019 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in POWL as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in POWL in Q2 2025 and has held it in 2 quarters since. 474 funds tracked by Wall St. Rank hold POWL as of Q1 2026.

  • Mount Yale Investment Advisors held 1,215 shares of Powell Industries worth $219K as of Q1 2026.
  • Powell Industries was a new Mount Yale Investment Advisors position in Q1 2026.
  • Powell Industries made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #1019 holding.
  • Mount Yale Investment Advisors first reported a position in Powell Industries in Q2 2025 and has held it in 2 quarters since.
  • 474 funds tracked by Wall St. Rank held Powell Industries as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.