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Tactive Advisors’s Powell Industries POWL Stock Holding History

Tactive Advisors’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
Q3 		– Sell
-1,685
Closed -$483K – 322
2026
Q2 		$483K Buy
+1,685
New +$457K 0.12% 153
2024
Q1 		$439K Buy
+9,246
New +$396K 0.23% 74

Other funds holding POWL

Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
CAM
Cypress Asset Management Houston, Texas $506M AUM 36.14% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FIC
FCG Investment Company Germantown, Tennessee $304M AUM
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Tactive Advisors's POWL Position: Q3 2026 in Review

Tactive Advisors sold out of Powell Industries (POWL) in Q3 2026, closing a stake of 1,685 shares — an estimated $483K sold.

Tactive Advisors first reported a position in POWL in Q1 2024 and held it in 2 quarters. The position peaked at $483K in Q2 2026. 34 funds tracked by Wall St. Rank hold POWL as of Q3 2026.

  • Tactive Advisors reported no remaining Powell Industries position as of Q3 2026 after selling out during the quarter.
  • Tactive Advisors sold 1,685 Powell Industries shares in Q3 2026, an estimated $483K.
  • Tactive Advisors first reported a position in Powell Industries in Q1 2024 and held it in 2 quarters.
  • Tactive Advisors's Powell Industries position peaked at $483K in Q2 2026.
  • 34 funds tracked by Wall St. Rank held Powell Industries as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.