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 Q3	$2.22M	Buy	12,044 +1,304	+12%	+$268K	0.47%	48
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

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

RIA

RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Quantum Private Wealth Tampa, Florida $391M AUM 50.76% 1-Year Est. Return

Rockline Wealth Management Plainview, New York $535M AUM 30.35% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

Peterson Wealth Services's POWL Position: Q3 2026 in Review

Peterson Wealth Services increased its Powell Industries (POWL) stake by 12% in Q3 2026, buying an estimated $268K and bringing the position to 12,044 shares worth $2.22M. The position accounts for 0.47% of the portfolio, ranked #48.

Peterson Wealth Services first reported a position in POWL in Q1 2025 and has held it in 7 quarters since. The position peaked at $3.08M in Q2 2026. 142 funds tracked by Wall St. Rank hold POWL as of Q3 2026.

Peterson Wealth Services held 12,044 shares of Powell Industries worth $2.22M as of Q3 2026.
Peterson Wealth Services bought 1,304 Powell Industries shares in Q3 2026, an estimated $268K.
Powell Industries made up 0.47% of Peterson Wealth Services's portfolio in Q3 2026, its #48 holding.
Peterson Wealth Services first reported a position in Powell Industries in Q1 2025 and has held it in 7 quarters since.
Peterson Wealth Services's Powell Industries position peaked at $3.08M in Q2 2026.
142 funds tracked by Wall St. Rank held Powell Industries as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.