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

Whalen 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 		$256K Buy
1,386
+473
+52% +$97.1K 0.11% 181
2026
Q2 		$261K Sell
913
-815
-47% -$221K 0.12% 172
2026
Q1 		$312K Sell
1,728
-1,296
-43% -$212K 0.17% 150
2025
Q4 		$321K Buy
+3,024
New +$340K 0.17% 157

Other funds holding POWL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

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

Whalen Wealth Management increased its Powell Industries (POWL) stake by 52% in Q3 2026, buying an estimated $97.1K and bringing the position to 1,386 shares worth $256K. The position accounts for 0.11% of the portfolio, ranked #181.

Whalen Wealth Management first reported a position in POWL in Q4 2025 and has held it in 4 quarters since. The position peaked at $321K in Q4 2025. 420 funds tracked by Wall St. Rank hold POWL as of Q3 2026.

  • Whalen Wealth Management held 1,386 shares of Powell Industries worth $256K as of Q3 2026.
  • Whalen Wealth Management bought 473 Powell Industries shares in Q3 2026, an estimated $97.1K.
  • Powell Industries made up 0.11% of Whalen Wealth Management's portfolio in Q3 2026, its #181 holding.
  • Whalen Wealth Management first reported a position in Powell Industries in Q4 2025 and has held it in 4 quarters since.
  • Whalen Wealth Management's Powell Industries position peaked at $321K in Q4 2025.
  • 420 funds tracked by Wall St. Rank held Powell Industries as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.