Savvy Advisors Inc
POWL icon

Savvy Advisors Inc’s Powell Industries POWL Stock Holding History

Savvy Advisors Inc’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 		$316K Buy
1,711
+93
+6% +$19.1K 0.01% 1126
2026
Q2 		$463K Sell
1,618
-248
-13% -$67.3K 0.01% 814
2026
Q1 		$337K Sell
1,866
-18
-1% -$2.94K 0.01% 819
2025
Q4 		$200K Sell
1,884
-132
-7% -$14.8K 0.01% 958
2025
Q3 		$205K Buy
+2,016
New +$171K 0.01% 778

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

Savvy Advisors Inc's POWL Position: Q3 2026 in Review

Savvy Advisors Inc increased its Powell Industries (POWL) stake by 5.7% in Q3 2026, buying an estimated $19.1K and bringing the position to 1,711 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #1126.

Savvy Advisors Inc first reported a position in POWL in Q3 2025 and has held it in 5 quarters since. The position peaked at $463K in Q2 2026. 420 funds tracked by Wall St. Rank hold POWL as of Q3 2026.

  • Savvy Advisors Inc held 1,711 shares of Powell Industries worth $316K as of Q3 2026.
  • Savvy Advisors Inc bought 93 Powell Industries shares in Q3 2026, an estimated $19.1K.
  • Powell Industries made up 0.01% of Savvy Advisors Inc's portfolio in Q3 2026, its #1126 holding.
  • Savvy Advisors Inc first reported a position in Powell Industries in Q3 2025 and has held it in 5 quarters since.
  • Savvy Advisors Inc's Powell Industries position peaked at $463K in Q2 2026.
  • 420 funds tracked by Wall St. Rank held Powell Industries as of Q3 2026.

Based on Savvy Advisors Inc's 13F filing for Q3 2026, filed 12 Nov 2026.