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WealthTrak Capital Management’s Powell Industries POWL Stock Holding History

WealthTrak Capital 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
2025
Q3 		– Sell
-3
Closed -$211 – 696
2025
Q2 		$211 Hold
3
– – ﹤0.01% 827
2025
Q1 		$171 Buy
+3
New +$209 ﹤0.01% 871

Other funds holding POWL

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return

WealthTrak Capital Management's POWL Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Powell Industries (POWL) in Q3 2025, closing a stake of 3 shares — an estimated $211 sold.

WealthTrak Capital Management first reported a position in POWL in Q1 2025 and held it in 2 quarters. The position peaked at $211 in Q2 2025. 412 funds tracked by Wall St. Rank hold POWL as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Powell Industries position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 3 Powell Industries shares in Q3 2025, an estimated $211.
  • WealthTrak Capital Management first reported a position in Powell Industries in Q1 2025 and held it in 2 quarters.
  • WealthTrak Capital Management's Powell Industries position peaked at $211 in Q2 2025.
  • 412 funds tracked by Wall St. Rank held Powell Industries as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.