Root Financial Partners
POWL icon

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
Q3 		$26.2K Buy
+142
New +$29.2K ﹤0.01% 1407
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% +$2.7K ﹤0.01% 1566
2025
Q3 		$5.79K Buy
+57
New +$4.83K ﹤0.01% 1666

Other funds holding POWL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Root Financial Partners's POWL Position: Q3 2026 in Review

Root Financial Partners opened a new position in Powell Industries (POWL) in Q3 2026: 142 shares worth $26.2K. The stake represents ﹤0.01% of the portfolio and ranks #1407 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in POWL as recently as Q1 2026.

Root Financial Partners first reported a position in POWL in Q3 2025 and has held it in 4 quarters since. 420 funds tracked by Wall St. Rank hold POWL as of Q3 2026.

  • Root Financial Partners held 142 shares of Powell Industries worth $26.2K as of Q3 2026.
  • Powell Industries was a new Root Financial Partners position in Q3 2026.
  • Powell Industries made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1407 holding.
  • Root Financial Partners first reported a position in Powell Industries in Q3 2025 and has held it in 4 quarters since.
  • 420 funds tracked by Wall St. Rank held Powell Industries as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.