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Stratos Wealth Partners’s Powell Industries POWL Stock Holding History

Stratos Wealth Partners’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 		$19.5M Sell
67,990
-19,706
-22% -$5.35M 0.2% 105
2026
Q1 		$15.8M Sell
87,696
-1,461
-2% -$239K 0.18% 113
2025
Q4 		$9.47M Sell
89,157
-972
-1% -$109K 0.11% 201
2025
Q3 		$9.16M Sell
90,129
-6,522
-7% -$553K 0.11% 193
2025
Q2 		$6.78M Sell
96,651
-1,578
-2% -$95.2K 0.09% 221
2025
Q1 		$5.58M Sell
98,229
-4,170
-4% -$291K 0.08% 242
2024
Q4 		$7.57M Buy
102,399
+8,112
+9% +$725K 0.11% 193
2024
Q3 		$6.98M Buy
94,287
+14,772
+19% +$804K 0.1% 207
2024
Q2 		$3.8M Buy
79,515
+6,429
+9% +$335K 0.06% 307
2024
Q1 		$3.47M Buy
73,086
+21,327
+41% +$913K 0.06% 317
2023
Q4 		$1.53M Buy
51,759
+28,179
+120% +$785K 0.03% 486
2023
Q3 		$652K Buy
+23,580
New +$585K 0.01% 716

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

Stratos Wealth Partners's POWL Position: Q2 2026 in Review

Stratos Wealth Partners reduced its Powell Industries (POWL) stake by 22% in Q2 2026, selling an estimated $5.35M and leaving 67,990 shares worth $19.5M. The position accounts for 0.2% of the portfolio, ranked #105.

Stratos Wealth Partners first reported a position in POWL in Q3 2023 and has held it in 12 quarters since. 581 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Stratos Wealth Partners held 67,990 shares of Powell Industries worth $19.5M as of Q2 2026.
  • Stratos Wealth Partners sold 19,706 Powell Industries shares in Q2 2026, an estimated $5.35M.
  • Powell Industries made up 0.2% of Stratos Wealth Partners's portfolio in Q2 2026, its #105 holding.
  • Stratos Wealth Partners first reported a position in Powell Industries in Q3 2023 and has held it in 12 quarters since.
  • 581 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.