SWM
POWL icon

Spire Wealth Management’s Powell Industries POWL Stock Holding History

Spire Wealth Management’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 		$905K Buy
3,162
+1,368
+76% +$371K 0.03% 409
2026
Q1 		$324K Sell
1,794
-240
-12% -$39.2K 0.01% 650
2025
Q4 		$216K Sell
2,034
-255
-11% -$28.6K 0.01% 774
2025
Q3 		$233K Buy
2,289
+1,983
+648% +$168K 0.01% 742
2025
Q2 		$21.5K Sell
306
-732
-71% -$44.2K ﹤0.01% 1496
2025
Q1 		$58.9K Sell
1,038
-12,891
-93% -$899K ﹤0.01% 1225
2024
Q4 		$1.03M Buy
13,929
+7,134
+105% +$638K 0.03% 389
2024
Q3 		$503K Buy
+6,795
New +$370K 0.02% 516

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

Spire Wealth Management's POWL Position: Q2 2026 in Review

Spire Wealth Management increased its Powell Industries (POWL) stake by 76% in Q2 2026, buying an estimated $371K and bringing the position to 3,162 shares worth $905K. The position accounts for 0.03% of the portfolio, ranked #409.

Spire Wealth Management first reported a position in POWL in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.03M in Q4 2024. 581 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Spire Wealth Management held 3,162 shares of Powell Industries worth $905K as of Q2 2026.
  • Spire Wealth Management bought 1,368 Powell Industries shares in Q2 2026, an estimated $371K.
  • Powell Industries made up 0.03% of Spire Wealth Management's portfolio in Q2 2026, its #409 holding.
  • Spire Wealth Management first reported a position in Powell Industries in Q3 2024 and has held it in 8 quarters since.
  • Spire Wealth Management's Powell Industries position peaked at $1.03M in Q4 2024.
  • 581 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.