Venture Visionary Partners’s Powell Industries POWL Stock Holding History

Venture Visionary 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 Q3	$15.2M	Buy	82,477 +5,230	+7%	+$1.07M	0.4%	66
2026 Q2	$22.1M	Sell	77,247 -6,465	-8%	-$1.75M	0.61%	31
2026 Q1	$15.1M	Sell	83,712 -47,085	-36%	-$7.7M	0.5%	49
2025 Q4	$13.9M	Buy	130,797 +9,957	+8%	+$1.12M	0.45%	51
2025 Q3	$12.3M	Buy	120,840 +85,434	+241%	+$7.24M	0.42%	59
2025 Q2	$2.48M	Buy	35,406 +28,791	+435%	+$1.74M	0.09%	171
2025 Q1	$376K	Buy	+6,615	New	+$461K	0.02%	434

Other funds holding POWL

CAM

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

GIA

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FIC

FCG Investment Company Germantown, Tennessee $304M AUM

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Venture Visionary Partners's POWL Position: Q3 2026 in Review

Venture Visionary Partners increased its Powell Industries (POWL) stake by 6.8% in Q3 2026, buying an estimated $1.07M and bringing the position to 82,477 shares worth $15.2M. The position accounts for 0.4% of the portfolio, ranked #66.

Venture Visionary Partners first reported a position in POWL in Q1 2025 and has held it in 7 quarters since. The position peaked at $22.1M in Q2 2026. 30 funds tracked by Wall St. Rank hold POWL as of Q3 2026.

Venture Visionary Partners held 82,477 shares of Powell Industries worth $15.2M as of Q3 2026.
Venture Visionary Partners bought 5,230 Powell Industries shares in Q3 2026, an estimated $1.07M.
Powell Industries made up 0.4% of Venture Visionary Partners's portfolio in Q3 2026, its #66 holding.
Venture Visionary Partners first reported a position in Powell Industries in Q1 2025 and has held it in 7 quarters since.
Venture Visionary Partners's Powell Industries position peaked at $22.1M in Q2 2026.
30 funds tracked by Wall St. Rank held Powell Industries as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.