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Mutual Advisors’s Powell Industries POWL Stock Holding History

Mutual 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
Q3 		$1.18M Buy
6,403
+2,547
+66% +$523K 0.02% 591
2026
Q2 		$1.1M Buy
+3,856
New +$1.05M 0.02% 614
2025
Q1 		– Sell
-3,165
Closed -$271K – 1147
2024
Q4 		$271K Buy
+3,165
New +$283K 0.01% 915

Other funds holding POWL

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
TCW Group
TCW Group Los Angeles, California $13B AUM 38.16% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Mutual Advisors's POWL Position: Q3 2026 in Review

Mutual Advisors increased its Powell Industries (POWL) stake by 66% in Q3 2026, buying an estimated $523K and bringing the position to 6,403 shares worth $1.18M. The position accounts for 0.02% of the portfolio, ranked #591.

Mutual Advisors first reported a position in POWL in Q4 2024 and has held it in 3 quarters since. 350 funds tracked by Wall St. Rank hold POWL as of Q3 2026.

  • Mutual Advisors held 6,403 shares of Powell Industries worth $1.18M as of Q3 2026.
  • Mutual Advisors bought 2,547 Powell Industries shares in Q3 2026, an estimated $523K.
  • Powell Industries made up 0.02% of Mutual Advisors's portfolio in Q3 2026, its #591 holding.
  • Mutual Advisors first reported a position in Powell Industries in Q4 2024 and has held it in 3 quarters since.
  • 350 funds tracked by Wall St. Rank held Powell Industries as of Q3 2026.

Based on Mutual Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.