SkyOak Wealth’s Powell Industries POWL Stock Holding History

SkyOak Wealth’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	–	Sell	-2,604	Closed	-$277K	–	271
2025 Q4	$277K	Buy	+2,604	New	+$292K	0.05%	196

Other funds holding POWL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SkyOak Wealth's POWL Position: Q1 2026 in Review

SkyOak Wealth sold out of Powell Industries (POWL) in Q1 2026, closing a stake of 2,604 shares — an estimated $277K sold.

SkyOak Wealth first reported a position in POWL in Q4 2025 and held it in 1 quarter. The position peaked at $277K in Q4 2025. 474 funds tracked by Wall St. Rank hold POWL as of Q1 2026.

SkyOak Wealth reported no remaining Powell Industries position as of Q1 2026 after selling out during the quarter.
SkyOak Wealth sold 2,604 Powell Industries shares in Q1 2026, an estimated $277K.
SkyOak Wealth first reported a position in Powell Industries in Q4 2025 and held it in 1 quarter.
SkyOak Wealth's Powell Industries position peaked at $277K in Q4 2025.
474 funds tracked by Wall St. Rank held Powell Industries as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.