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Root Financial Partners’s Powell Industries POWL Stock Holding History

Root Financial Partners’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 		– Sell
-123
Closed -$22.2K – 2446
2026
Q1 		$22.2K Buy
123
+42
+52% +$6.86K ﹤0.01% 1260
2025
Q4 		$8.61K Buy
81
+24
+42% +$2.69K ﹤0.01% 1566
2025
Q3 		$5.79K Buy
+57
New +$4.83K ﹤0.01% 1666

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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

Root Financial Partners's POWL Position: Q2 2026 in Review

Root Financial Partners sold out of Powell Industries (POWL) in Q2 2026, closing a stake of 123 shares — an estimated $22.2K sold.

Root Financial Partners first reported a position in POWL in Q3 2025 and held it in 3 quarters. The position peaked at $22.2K in Q1 2026. 581 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Root Financial Partners reported no remaining Powell Industries position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 123 Powell Industries shares in Q2 2026, an estimated $22.2K.
  • Root Financial Partners first reported a position in Powell Industries in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Powell Industries position peaked at $22.2K in Q1 2026.
  • 581 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.