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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
Q2 		$9.45K Sell
33
-21
-39% -$5.7K ﹤0.01% 599
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Private Wealth Management Group's POWL Position: Q2 2026 in Review

Private Wealth Management Group reduced its Powell Industries (POWL) stake by 39% in Q2 2026, selling an estimated $5.7K and leaving 33 shares worth $9.45K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

Private Wealth Management Group first reported a position in POWL in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.7K in Q3 2024. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Private Wealth Management Group held 33 shares of Powell Industries worth $9.45K as of Q2 2026.
  • Private Wealth Management Group sold 21 Powell Industries shares in Q2 2026, an estimated $5.7K.
  • Powell Industries made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #599 holding.
  • Private Wealth Management Group first reported a position in Powell Industries in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Powell Industries position peaked at $10.7K in Q3 2024.
  • 580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.