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Prestige Wealth Management Group’s Powell Industries POWL Stock Holding History

Prestige Wealth Management Group’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
2025
Q2 		– Sell
-15
Closed -$852 – 1052
2025
Q1 		$852 Sell
15
-585
-98% -$40.8K ﹤0.01% 872
2024
Q4 		$44.4K Buy
600
+300
+100% +$26.8K 0.01% 271
2024
Q3 		$22.3K Buy
+300
New +$16.3K ﹤0.01% 332
2021
Q3 		– Sell
-39
Closed – – 1038
2021
Q2 		$0 Hold
39
– – ﹤0.01% 1020
2021
Q1 		$0 Hold
39
– – ﹤0.01% 1019
2020
Q4 		$0 Buy
+39
New +$347 ﹤0.01% 1011

Other funds holding POWL

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Prestige Wealth Management Group's POWL Position: Q2 2025 in Review

Prestige Wealth Management Group sold out of Powell Industries (POWL) in Q2 2025, closing a stake of 15 shares — an estimated $852 sold.

Prestige Wealth Management Group first reported a position in POWL in Q4 2020 and held it in 6 quarters. The position peaked at $44.4K in Q4 2024. 373 funds tracked by Wall St. Rank hold POWL as of Q2 2025.

  • Prestige Wealth Management Group reported no remaining Powell Industries position as of Q2 2025 after selling out during the quarter.
  • Prestige Wealth Management Group sold 15 Powell Industries shares in Q2 2025, an estimated $852.
  • Prestige Wealth Management Group first reported a position in Powell Industries in Q4 2020 and held it in 6 quarters.
  • Prestige Wealth Management Group's Powell Industries position peaked at $44.4K in Q4 2024.
  • 373 funds tracked by Wall St. Rank held Powell Industries as of Q2 2025.

Based on Prestige Wealth Management Group's 13F filing for Q2 2025, filed 14 Aug 2025.