USCWA
POWL icon

U.S. Capital Wealth Advisors’s Powell Industries POWL Stock Holding History

U.S. Capital Wealth 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
Q1 		$788K Sell
4,368
-1,500
-26% -$245K 0.02% 574
2025
Q4 		$624K Buy
5,868
+2,700
+85% +$303K 0.02% 604
2025
Q3 		$322K Buy
3,168
+150
+5% +$12.7K 0.01% 752
2025
Q2 		$212K Buy
+3,018
New +$182K 0.01% 822

Other funds holding POWL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

U.S. Capital Wealth Advisors's POWL Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Powell Industries (POWL) stake by 26% in Q1 2026, selling an estimated $245K and leaving 4,368 shares worth $788K. The position accounts for 0.02% of the portfolio, ranked #574.

U.S. Capital Wealth Advisors first reported a position in POWL in Q2 2025 and has held it in 4 quarters since. 477 funds tracked by Wall St. Rank hold POWL as of Q1 2026.

  • U.S. Capital Wealth Advisors held 4,368 shares of Powell Industries worth $788K as of Q1 2026.
  • U.S. Capital Wealth Advisors sold 1,500 Powell Industries shares in Q1 2026, an estimated $245K.
  • Powell Industries made up 0.02% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #574 holding.
  • U.S. Capital Wealth Advisors first reported a position in Powell Industries in Q2 2025 and has held it in 4 quarters since.
  • 477 funds tracked by Wall St. Rank held Powell Industries as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.