Waverly Advisors’s Powell Industries POWL Stock Holding History

Waverly 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 Q2	$328K	Sell	1,147 -2	-0.2%	-$543	﹤0.01%	1366
2026 Q1	$207K	Buy	+1,149	New	+$188K	﹤0.01%	1476

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

Waverly Advisors's POWL Position: Q2 2026 in Review

Waverly Advisors reduced its Powell Industries (POWL) stake by 0.17% in Q2 2026, selling an estimated $543 and leaving 1,147 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #1366.

Waverly Advisors first reported a position in POWL in Q1 2026 and has held it in 2 quarters since. 584 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

Waverly Advisors held 1,147 shares of Powell Industries worth $328K as of Q2 2026.
Waverly Advisors sold 2 Powell Industries shares in Q2 2026, an estimated $543.
Powell Industries made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1366 holding.
Waverly Advisors first reported a position in Powell Industries in Q1 2026 and has held it in 2 quarters since.
584 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.