SFA
POWL icon

Sequoia Financial Advisors’s Powell Industries POWL Stock Holding History

Sequoia Financial Advisors’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 		$501K Buy
1,751
+29
+2% +$7.87K ﹤0.01% 1342
2026
Q1 		$311K Sell
1,722
-336
-16% -$54.9K ﹤0.01% 1552
2025
Q4 		$219K Buy
2,058
+75
+4% +$8.42K ﹤0.01% 1759
2025
Q3 		$201K Buy
+1,983
New +$168K ﹤0.01% 1628

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

Sequoia Financial Advisors's POWL Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Powell Industries (POWL) stake by 1.7% in Q2 2026, buying an estimated $7.87K and bringing the position to 1,751 shares worth $501K. The position accounts for ﹤0.01% of the portfolio, ranked #1342.

Sequoia Financial Advisors first reported a position in POWL in Q3 2025 and has held it in 4 quarters since. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Sequoia Financial Advisors held 1,751 shares of Powell Industries worth $501K as of Q2 2026.
  • Sequoia Financial Advisors bought 29 Powell Industries shares in Q2 2026, an estimated $7.87K.
  • Powell Industries made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1342 holding.
  • Sequoia Financial Advisors first reported a position in Powell Industries in Q3 2025 and has held it in 4 quarters since.
  • 580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.