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Sierra Summit Advisors’s Powell Industries POWL Stock Holding History

Sierra Summit 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 		– Sell
-4,806
Closed -$867K – 221
2026
Q1 		$867K Buy
+4,806
New +$785K 0.13% 129
2025
Q1 		– Sell
-7,449
Closed -$550K – 192
2024
Q4 		$550K Buy
+7,449
New +$666K 0.11% 109

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

Sierra Summit Advisors's POWL Position: Q2 2026 in Review

Sierra Summit Advisors sold out of Powell Industries (POWL) in Q2 2026, closing a stake of 4,806 shares — an estimated $867K sold.

Sierra Summit Advisors first reported a position in POWL in Q4 2024 and held it in 2 quarters. The position peaked at $867K in Q1 2026. 581 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Sierra Summit Advisors reported no remaining Powell Industries position as of Q2 2026 after selling out during the quarter.
  • Sierra Summit Advisors sold 4,806 Powell Industries shares in Q2 2026, an estimated $867K.
  • Sierra Summit Advisors first reported a position in Powell Industries in Q4 2024 and held it in 2 quarters.
  • Sierra Summit Advisors's Powell Industries position peaked at $867K in Q1 2026.
  • 581 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.