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OneDigital Investment Advisors’s Powell Industries POWL Stock Holding History

OneDigital 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 		$302K Sell
1,677
-717
-30% -$117K ﹤0.01% 1178
2025
Q4 		$254K Sell
2,394
-324
-12% -$36.4K ﹤0.01% 1309
2025
Q3 		$276K Buy
+2,718
New +$230K ﹤0.01% 1226

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 $295B AUM 31.6% 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

OneDigital Investment Advisors's POWL Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its Powell Industries (POWL) stake by 30% in Q1 2026, selling an estimated $117K and leaving 1,677 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #1178.

OneDigital Investment Advisors first reported a position in POWL in Q3 2025 and has held it in 3 quarters since. 474 funds tracked by Wall St. Rank hold POWL as of Q1 2026.

  • OneDigital Investment Advisors held 1,677 shares of Powell Industries worth $302K as of Q1 2026.
  • OneDigital Investment Advisors sold 717 Powell Industries shares in Q1 2026, an estimated $117K.
  • Powell Industries made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #1178 holding.
  • OneDigital Investment Advisors first reported a position in Powell Industries in Q3 2025 and has held it in 3 quarters since.
  • 474 funds tracked by Wall St. Rank held Powell Industries as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.