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Superior Planning, LLC’s Powell Industries POWL Stock Holding History

Superior Planning, LLC’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 		$11.1K Buy
+60
New +$12.3K ﹤0.01% 896

Other funds holding POWL

First Trust Advisors
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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
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
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
TCW Group
TCW Group Los Angeles, California $13B AUM 38.16% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Superior Planning, LLC's POWL Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Powell Industries (POWL) in Q3 2026: 60 shares worth $11.1K. The stake represents ﹤0.01% of the portfolio and ranks #896 among its holdings.

345 funds tracked by Wall St. Rank hold POWL as of Q3 2026.

  • Superior Planning, LLC held 60 shares of Powell Industries worth $11.1K as of Q3 2026.
  • Powell Industries was a new Superior Planning, LLC position in Q3 2026.
  • Powell Industries made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #896 holding.
  • 345 funds tracked by Wall St. Rank held Powell Industries as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.