Physician Wealth Advisors
POWL icon

Physician Wealth Advisors’s Powell Industries POWL Stock Holding History

Physician Wealth 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 		$554 Buy
3
+1
+50% +$205 ﹤0.01% 2177
2026
Q2 		$573 Buy
+2
New +$543 ﹤0.01% 2043

Other funds holding POWL

Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Venture Visionary Partners
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
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Quantum Private Wealth
Quantum Private Wealth Tampa, Florida $391M AUM 50.76% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Chatham Capital Group
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Physician Wealth Advisors's POWL Position: Q3 2026 in Review

Physician Wealth Advisors increased its Powell Industries (POWL) stake by 50% in Q3 2026, buying an estimated $205 and bringing the position to 3 shares worth $554. The position accounts for ﹤0.01% of the portfolio, ranked #2177.

Physician Wealth Advisors first reported a position in POWL in Q2 2026 and has held it in 2 quarters since. The position peaked at $573 in Q2 2026. 92 funds tracked by Wall St. Rank hold POWL as of Q3 2026.

  • Physician Wealth Advisors held 3 shares of Powell Industries worth $554 as of Q3 2026.
  • Physician Wealth Advisors bought 1 Powell Industries share in Q3 2026, an estimated $205.
  • Powell Industries made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #2177 holding.
  • Physician Wealth Advisors first reported a position in Powell Industries in Q2 2026 and has held it in 2 quarters since.
  • Physician Wealth Advisors's Powell Industries position peaked at $573 in Q2 2026.
  • 92 funds tracked by Wall St. Rank held Powell Industries as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.