Unique Wealth Strategies’s Powell Industries POWL Stock Holding History

Unique Wealth 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 Q2	–	Sell	-3,420	Closed	-$617K	–	258
2026 Q1	$617K	Buy	+3,420	New	+$559K	0.25%	103

Other funds holding POWL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Unique Wealth Strategies's POWL Position: Q2 2026 in Review

Unique Wealth Strategies sold out of Powell Industries (POWL) in Q2 2026, closing a stake of 3,420 shares — an estimated $617K sold.

Unique Wealth Strategies first reported a position in POWL in Q1 2026 and held it in 1 quarter. The position peaked at $617K in Q1 2026. 584 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

Unique Wealth Strategies reported no remaining Powell Industries position as of Q2 2026 after selling out during the quarter.
Unique Wealth Strategies sold 3,420 Powell Industries shares in Q2 2026, an estimated $617K.
Unique Wealth Strategies first reported a position in Powell Industries in Q1 2026 and held it in 1 quarter.
Unique Wealth Strategies's Powell Industries position peaked at $617K in Q1 2026.
584 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

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