Action Point Financial Planning’s Powell Industries POWL Stock Holding History

Action Point Financial Planning’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	$6.87K	Buy	+26	New	+$7.05K	﹤0.01%	1651

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

Action Point Financial Planning's POWL Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Powell Industries (POWL) in Q2 2026: 26 shares worth $6.87K. The stake represents ﹤0.01% of the portfolio and ranks #1651 among its holdings.

577 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

Action Point Financial Planning held 26 shares of Powell Industries worth $6.87K as of Q2 2026.
Powell Industries was a new Action Point Financial Planning position in Q2 2026.
Powell Industries made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1651 holding.
577 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.