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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
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 $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

Sound Income Strategies's POWL Position: Q1 2026 in Review

Sound Income Strategies increased its Powell Industries (POWL) stake by 50% in Q1 2026, buying an estimated $3.92K and bringing the position to 72 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1371.

Sound Income Strategies first reported a position in POWL in Q4 2024 and has held it in 5 quarters since. 474 funds tracked by Wall St. Rank hold POWL as of Q1 2026.

  • Sound Income Strategies held 72 shares of Powell Industries worth $13.3K as of Q1 2026.
  • Sound Income Strategies bought 24 Powell Industries shares in Q1 2026, an estimated $3.92K.
  • Powell Industries made up ﹤0.01% of Sound Income Strategies's portfolio in Q1 2026, its #1371 holding.
  • Sound Income Strategies first reported a position in Powell Industries in Q4 2024 and has held it in 5 quarters since.
  • 474 funds tracked by Wall St. Rank held Powell Industries as of Q1 2026.

Based on Sound Income Strategies's 13F filing for Q1 2026, filed 27 Apr 2026.