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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

POWL holding history

Powell Industries Inc in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

POWL overviewAll 13F holders of POWLFull Q2 2026 holdings

Shares (Q2 2026)
354
Value
$101.4K
% of portfolio
<0.1%
Quarters held
8
Since Q3 2024
Holdings of POWL by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026354$101.4K<0.1%+204+136.0%AddedConverted for a 3-for-1 splitHolders
Q1 202650$27.1K<0.1%−30−37.5%ReducedHolders
Q4 202580$25.5K<0.1%−23−22.3%ReducedHolders
Q3 2025103$31.4K<0.1%−27−20.8%ReducedHolders
Q2 2025130$27.4K<0.1%+23+21.5%AddedHolders
Q1 2025107$18.2K<0.1%+10+10.3%AddedHolders
Q4 202497$21.5K<0.1%−3−3.0%ReducedHolders
Q3 2024100$22.2K<0.1%+100NewHolders