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CARLSON FINANCIAL, INC.’s Powell Industries POWL Stock Holding History

CARLSON FINANCIAL, INC.’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 		$568K Sell
1,978
-5
-0.3% -$1.36K 0.29% 81
2026
Q1 		$358K Hold
1,983
– – 0.21% 116
2025
Q4 		$211K Buy
+1,983
New +$223K 0.12% 165

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Dimensional Fund Advisors
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State Street
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.88T AUM 44.46% 1-Year Est. Return

CARLSON FINANCIAL, INC.'s POWL Position: Q2 2026 in Review

CARLSON FINANCIAL, INC. reduced its Powell Industries (POWL) stake by 0.25% in Q2 2026, selling an estimated $1.36K and leaving 1,978 shares worth $568K. The position accounts for 0.29% of the portfolio, ranked #81.

CARLSON FINANCIAL, INC. first reported a position in POWL in Q4 2025 and has held it in 3 quarters since. 579 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • CARLSON FINANCIAL, INC. held 1,978 shares of Powell Industries worth $568K as of Q2 2026.
  • CARLSON FINANCIAL, INC. sold 5 Powell Industries shares in Q2 2026, an estimated $1.36K.
  • Powell Industries made up 0.29% of CARLSON FINANCIAL, INC.'s portfolio in Q2 2026, its #81 holding.
  • CARLSON FINANCIAL, INC. first reported a position in Powell Industries in Q4 2025 and has held it in 3 quarters since.
  • 579 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on CARLSON FINANCIAL, INC.'s 13F filing for Q2 2026, filed 24 Aug 2026.