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

Private 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
2026 Q3	$6.09K	Hold	33	–	–	﹤0.01%	819
2026 Q2	$9.45K	Sell	33 -21	-39%	-$5.7K	﹤0.01%	599
2026 Q1	$9.7K	Sell	54 -18	-25%	-$2.94K	﹤0.01%	528
2025 Q4	$7.65K	Sell	72 -15	-17%	-$1.68K	﹤0.01%	604
2025 Q3	$8.84K	Hold	87	–	–	﹤0.01%	555
2025 Q2	$6.1K	Hold	87	–	–	﹤0.01%	670
2025 Q1	$4.94K	Hold	87	–	–	﹤0.01%	729
2024 Q4	$6.43K	Sell	87 -57	-40%	-$5.1K	﹤0.01%	640
2024 Q3	$10.7K	Sell	144 -3	-2%	-$163	﹤0.01%	438
2024 Q2	$7.03K	Hold	147	–	–	﹤0.01%	567
2024 Q1	$6.97K	Hold	147	–	–	﹤0.01%	514
2023 Q4	$4.33K	Buy	+147	New	+$4.1K	﹤0.01%	684

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

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

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

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

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

Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

Cypress Asset Management Houston, Texas $506M AUM 36.14% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

Private Wealth Management Group's POWL Position: Q3 2026 in Review

Private Wealth Management Group held its Powell Industries (POWL) position steady in Q3 2026 at 33 shares worth $6.09K. The position accounts for ﹤0.01% of the portfolio, ranked #819.

Private Wealth Management Group first reported a position in POWL in Q4 2023 and has held it in 12 quarters since. The position peaked at $10.7K in Q3 2024. 63 funds tracked by Wall St. Rank hold POWL as of Q3 2026.

Private Wealth Management Group held 33 shares of Powell Industries worth $6.09K as of Q3 2026.
Private Wealth Management Group left its Powell Industries share count unchanged in Q3 2026.
Powell Industries made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #819 holding.
Private Wealth Management Group first reported a position in Powell Industries in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's Powell Industries position peaked at $10.7K in Q3 2024.
63 funds tracked by Wall St. Rank held Powell Industries as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.