QPW
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Quantum Private Wealth’s Powell Industries POWL Stock Holding History

Quantum Private Wealth’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 		$10.6M Sell
37,182
-3,060
-8% -$830K 2.73% 10
2026
Q1 		$7.26M Sell
40,242
-30
-0.1% -$4.9K 2.24% 10
2025
Q4 		$4.28M Buy
40,272
+3,075
+8% +$345K 1.25% 14
2025
Q3 		$3.78M Buy
37,197
+5,490
+17% +$466K 1.1% 16
2025
Q2 		$2.22M Buy
31,707
+4,644
+17% +$280K 0.72% 26
2025
Q1 		$1.54M Buy
27,063
+13,566
+101% +$946K 0.58% 34
2024
Q4 		$997K Buy
+13,497
New +$1.21M 0.32% 61

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

Quantum Private Wealth's POWL Position: Q2 2026 in Review

Quantum Private Wealth reduced its Powell Industries (POWL) stake by 7.6% in Q2 2026, selling an estimated $830K and leaving 37,182 shares worth $10.6M. The position accounts for 2.73% of the portfolio, ranked #10.

Quantum Private Wealth first reported a position in POWL in Q4 2024 and has held it in 7 quarters since. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Quantum Private Wealth held 37,182 shares of Powell Industries worth $10.6M as of Q2 2026.
  • Quantum Private Wealth sold 3,060 Powell Industries shares in Q2 2026, an estimated $830K.
  • Powell Industries made up 2.73% of Quantum Private Wealth's portfolio in Q2 2026, its #10 holding.
  • Quantum Private Wealth first reported a position in Powell Industries in Q4 2024 and has held it in 7 quarters since.
  • 580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Quantum Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.