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Sound Income Strategies’s Powell Industries POWL Stock Holding History

Sound Income Strategies’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
-72
Closed -$13.3K – 1879
2026
Q1 		$13.3K Buy
72
+24
+50% +$3.92K ﹤0.01% 1371
2025
Q4 		$6.72K Buy
+48
New +$5.39K ﹤0.01% 1681
2025
Q3 		– Sell
-51
Closed -$3.58K – 1792
2025
Q2 		$3.58K Hold
51
– – ﹤0.01% 1173
2025
Q1 		$2.9K Hold
51
– – ﹤0.01% 1174
2024
Q4 		$3.77K Buy
+51
New +$4.56K ﹤0.01% 1049

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 $3.38T AUM 44.17% 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

Sound Income Strategies's POWL Position: Q2 2026 in Review

Sound Income Strategies sold out of Powell Industries (POWL) in Q2 2026, closing a stake of 72 shares — an estimated $13.3K sold.

Sound Income Strategies first reported a position in POWL in Q4 2024 and held it in 5 quarters. The position peaked at $13.3K in Q1 2026. 584 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Sound Income Strategies reported no remaining Powell Industries position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 72 Powell Industries shares in Q2 2026, an estimated $13.3K.
  • Sound Income Strategies first reported a position in Powell Industries in Q4 2024 and held it in 5 quarters.
  • Sound Income Strategies's Powell Industries position peaked at $13.3K in Q1 2026.
  • 584 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.