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Peterson Wealth Services’s Powell Industries POWL Stock Holding History

Peterson Wealth Services’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 		$3.08M Buy
10,740
+183
+2% +$49.6K 0.67% 43
2026
Q1 		$1.9M Sell
10,557
-48
-0.5% -$7.84K 0.47% 49
2025
Q4 		$1.13M Buy
10,605
+7,308
+222% +$821K 0.29% 63
2025
Q3 		$1.1M Sell
3,297
-7,413
-69% -$629K 0.27% 61
2025
Q2 		$751K Hold
10,710
– – 0.21% 75
2025
Q1 		$608K Buy
+10,710
New +$747K 0.19% 76

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 $3.37T AUM 44.26% 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

Peterson Wealth Services's POWL Position: Q2 2026 in Review

Peterson Wealth Services increased its Powell Industries (POWL) stake by 1.7% in Q2 2026, buying an estimated $49.6K and bringing the position to 10,740 shares worth $3.08M. The position accounts for 0.67% of the portfolio, ranked #43.

Peterson Wealth Services first reported a position in POWL in Q1 2025 and has held it in 6 quarters since. 583 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Peterson Wealth Services held 10,740 shares of Powell Industries worth $3.08M as of Q2 2026.
  • Peterson Wealth Services bought 183 Powell Industries shares in Q2 2026, an estimated $49.6K.
  • Powell Industries made up 0.67% of Peterson Wealth Services's portfolio in Q2 2026, its #43 holding.
  • Peterson Wealth Services first reported a position in Powell Industries in Q1 2025 and has held it in 6 quarters since.
  • 583 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.