AF
POWL icon

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
Q2 		$32.9K Buy
115
+19
+20% +$5.16K ﹤0.01% 2827
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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

Allworth Financial's POWL Position: Q2 2026 in Review

Allworth Financial increased its Powell Industries (POWL) stake by 20% in Q2 2026, buying an estimated $5.16K and bringing the position to 115 shares worth $32.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2827.

Allworth Financial first reported a position in POWL in Q3 2023 and has held it in 12 quarters since. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Allworth Financial held 115 shares of Powell Industries worth $32.9K as of Q2 2026.
  • Allworth Financial bought 19 Powell Industries shares in Q2 2026, an estimated $5.16K.
  • Powell Industries made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2827 holding.
  • Allworth Financial first reported a position in Powell Industries in Q3 2023 and has held it in 12 quarters since.
  • 580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.