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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
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 $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Savvy Advisors Inc's POWL Position: Q1 2026 in Review

Savvy Advisors Inc reduced its Powell Industries (POWL) stake by 0.96% in Q1 2026, selling an estimated $2.94K and leaving 1,866 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #819.

Savvy Advisors Inc first reported a position in POWL in Q3 2025 and has held it in 3 quarters since. 474 funds tracked by Wall St. Rank hold POWL as of Q1 2026.

  • Savvy Advisors Inc held 1,866 shares of Powell Industries worth $337K as of Q1 2026.
  • Savvy Advisors Inc sold 18 Powell Industries shares in Q1 2026, an estimated $2.94K.
  • Powell Industries made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #819 holding.
  • Savvy Advisors Inc first reported a position in Powell Industries in Q3 2025 and has held it in 3 quarters since.
  • 474 funds tracked by Wall St. Rank held Powell Industries as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.