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Avion Wealth’s Powell Industries POWL Stock Holding History

Avion Wealth’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 		$2K Buy
10
+1
+11% +$271 ﹤0.01% 1111
2026
Q1 		$1K Hold
9
– – ﹤0.01% 1112
2025
Q4 		$0 Hold
9
– – ﹤0.01% 1512
2025
Q3 		$0 Hold
9
– – ﹤0.01% 1471
2025
Q2 		$0 Buy
+9
New +$543 ﹤0.01% 1512

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

Avion Wealth's POWL Position: Q2 2026 in Review

Avion Wealth increased its Powell Industries (POWL) stake by 11% in Q2 2026, buying an estimated $271 and bringing the position to 10 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1111.

Avion Wealth first reported a position in POWL in Q2 2025 and has held it in 5 quarters since. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Avion Wealth held 10 shares of Powell Industries worth $2K as of Q2 2026.
  • Avion Wealth bought 1 Powell Industries share in Q2 2026, an estimated $271.
  • Powell Industries made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1111 holding.
  • Avion Wealth first reported a position in Powell Industries in Q2 2025 and has held it in 5 quarters since.
  • 580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.