Allworth Financial’s Powell Industries POWL Stock Holding History

Allworth Financial’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 Q1	$17.1K	Buy	96 +18	+23%	+$2.94K	﹤0.01%	3102
2025 Q4	$8.16K	Buy	78 +3	+4%	+$337	﹤0.01%	3408
2025 Q3	$7.5K	Buy	75 +6	+9%	+$509	﹤0.01%	3311
2025 Q2	$4.76K	Hold	69	–	–	﹤0.01%	3288
2025 Q1	$4.24K	Buy	69 +9	+15%	+$627	﹤0.01%	2858
2024 Q4	$6.23K	Sell	60 -3	-5%	-$268	﹤0.01%	2655
2024 Q3	$4.66K	Hold	63	–	–	﹤0.01%	2597
2024 Q2	$2.81K	Hold	63	–	–	﹤0.01%	2771
2024 Q1	$2.99K	Buy	63 +9	+17%	+$385	﹤0.01%	2632
2023 Q4	$1.59K	Hold	54	–	–	﹤0.01%	2773
2023 Q3	$1.49K	Buy	+54	New	+$1.34K	﹤0.01%	2679

Other funds holding POWL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return