PWMG
POWL icon

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
Q1 		$9.74K 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% -$5.09K ﹤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 +$4.09K ﹤0.01% 684

Other funds holding POWL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return