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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
Q2 		$348K Hold
1,215
– – 0.01% 922
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 $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

Mount Yale Investment Advisors's POWL Position: Q2 2026 in Review

Mount Yale Investment Advisors held its Powell Industries (POWL) position steady in Q2 2026 at 1,215 shares worth $348K. The position accounts for 0.01% of the portfolio, ranked #922.

Mount Yale Investment Advisors first reported a position in POWL in Q2 2025 and has held it in 3 quarters since. 584 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Mount Yale Investment Advisors held 1,215 shares of Powell Industries worth $348K as of Q2 2026.
  • Mount Yale Investment Advisors left its Powell Industries share count unchanged in Q2 2026.
  • Powell Industries made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #922 holding.
  • Mount Yale Investment Advisors first reported a position in Powell Industries in Q2 2025 and has held it in 3 quarters since.
  • 584 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.