Abound Wealth Management’s Powell Industries POWL Stock Holding History

Abound 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 Q2	$287	Buy	+1	New	+$271	﹤0.01%	1042
2026 Q1	–	Sell	-3	Closed	-$319	–	1573
2025 Q4	$319	Hold	3	–	–	﹤0.01%	1030
2025 Q3	$305	Hold	3	–	–	﹤0.01%	1002
2025 Q2	$211	Hold	3	–	–	﹤0.01%	1023
2025 Q1	$171	Hold	3	–	–	﹤0.01%	1048
2024 Q4	$222	Hold	3	–	–	﹤0.01%	1015
2024 Q3	$222	Hold	3	–	–	﹤0.01%	1103
2024 Q2	$144	Hold	3	–	–	﹤0.01%	1145
2024 Q1	$143	Buy	+3	New	+$128	﹤0.01%	1260

Other funds holding POWL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Abound Wealth Management's POWL Position: Q2 2026 in Review

Abound Wealth Management opened a new position in Powell Industries (POWL) in Q2 2026: 1 share worth $287. The stake represents ﹤0.01% of the portfolio and ranks #1042 among its holdings. This is a return to the name: Abound Wealth Management previously reported a position in POWL as recently as Q4 2025.

Abound Wealth Management first reported a position in POWL in Q1 2024 and has held it in 9 quarters since. The position peaked at $319 in Q4 2025. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

Abound Wealth Management held 1 share of Powell Industries worth $287 as of Q2 2026.
Powell Industries was a new Abound Wealth Management position in Q2 2026.
Powell Industries made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1042 holding.
Abound Wealth Management first reported a position in Powell Industries in Q1 2024 and has held it in 9 quarters since.
Abound Wealth Management's Powell Industries position peaked at $319 in Q4 2025.
580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.