Wealth Enhancement Advisory Services’s Powell Industries POWL Stock Holding History

Wealth Enhancement Advisory Services’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	$1.7M	Sell	7,304 -7,318	-50%	-$1.99M	﹤0.01%	1689
2026 Q1	$890K	Buy	14,622 +8,805	+151%	+$1.44M	﹤0.01%	1883
2025 Q4	$698K	Sell	5,817 -1,851	-24%	-$208K	﹤0.01%	2218
2025 Q3	$801K	Buy	7,668 +1,302	+20%	+$110K	﹤0.01%	2007
2025 Q2	$462K	Buy	6,366 +552	+9%	+$33.3K	﹤0.01%	2285
2025 Q1	$330K	Buy	5,814 +876	+18%	+$61.1K	﹤0.01%	2372
2024 Q4	$365K	Buy	4,938 +1,422	+40%	+$127K	﹤0.01%	2219
2024 Q3	$260K	Buy	+3,516	New	+$191K	﹤0.01%	2269

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 $3.37T AUM 44.26% 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

Wealth Enhancement Advisory Services's POWL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Powell Industries (POWL) stake by 50% in Q2 2026, selling an estimated $1.99M and leaving 7,304 shares worth $1.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1689.

Wealth Enhancement Advisory Services first reported a position in POWL in Q3 2024 and has held it in 8 quarters since. 581 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

Wealth Enhancement Advisory Services held 7,304 shares of Powell Industries worth $1.7M as of Q2 2026.
Wealth Enhancement Advisory Services sold 7,318 Powell Industries shares in Q2 2026, an estimated $1.99M.
Powell Industries made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1689 holding.
Wealth Enhancement Advisory Services first reported a position in Powell Industries in Q3 2024 and has held it in 8 quarters since.
581 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.