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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
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 $6.73T AUM 46.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Whalen Wealth Management's POWL Position: Q1 2026 in Review

Whalen Wealth Management reduced its Powell Industries (POWL) stake by 43% in Q1 2026, selling an estimated $212K and leaving 1,728 shares worth $312K. The position accounts for 0.17% of the portfolio, ranked #150.

Whalen Wealth Management first reported a position in POWL in Q4 2025 and has held it in 2 quarters since. The position peaked at $321K in Q4 2025. 475 funds tracked by Wall St. Rank hold POWL as of Q1 2026.

  • Whalen Wealth Management held 1,728 shares of Powell Industries worth $312K as of Q1 2026.
  • Whalen Wealth Management sold 1,296 Powell Industries shares in Q1 2026, an estimated $212K.
  • Powell Industries made up 0.17% of Whalen Wealth Management's portfolio in Q1 2026, its #150 holding.
  • Whalen Wealth Management first reported a position in Powell Industries in Q4 2025 and has held it in 2 quarters since.
  • Whalen Wealth Management's Powell Industries position peaked at $321K in Q4 2025.
  • 475 funds tracked by Wall St. Rank held Powell Industries as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.