Walser Wealth Management
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Walser Wealth Management’s Powell Industries POWL Stock Holding History

Walser Wealth Management’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
-888
Closed -$254K – 234
2026
Q2 		$254K Buy
+888
New +$241K 0.11% 184

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Walser Wealth Management's POWL Position: Q3 2026 in Review

Walser Wealth Management sold out of Powell Industries (POWL) in Q3 2026, closing a stake of 888 shares — an estimated $254K sold.

Walser Wealth Management first reported a position in POWL in Q2 2026 and held it in 1 quarter. The position peaked at $254K in Q2 2026. 63 funds tracked by Wall St. Rank hold POWL as of Q3 2026.

  • Walser Wealth Management reported no remaining Powell Industries position as of Q3 2026 after selling out during the quarter.
  • Walser Wealth Management sold 888 Powell Industries shares in Q3 2026, an estimated $254K.
  • Walser Wealth Management first reported a position in Powell Industries in Q2 2026 and held it in 1 quarter.
  • Walser Wealth Management's Powell Industries position peaked at $254K in Q2 2026.
  • 63 funds tracked by Wall St. Rank held Powell Industries as of Q3 2026.

Based on Walser Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.