Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Powell Industries POWL Stock Holding History

Carson Wealth (CWM LLC)’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 		$619K Sell
3,432
-225
-6% -$36.8K ﹤0.01% 1858
2025
Q4 		$389K Buy
3,657
+72
+2% +$8.09K ﹤0.01% 2080
2025
Q3 		$364K Sell
3,585
-633
-15% -$53.7K ﹤0.01% 1982
2025
Q2 		$296K Sell
4,218
-771
-15% -$46.5K ﹤0.01% 1879
2025
Q1 		$283K Sell
4,989
-858
-15% -$59.8K ﹤0.01% 1702
2024
Q4 		$432K Buy
5,847
+9
+0.2% +$804 ﹤0.01% 1444
2024
Q3 		$432K Buy
5,838
+4,320
+285% +$235K ﹤0.01% 1380
2024
Q2 		$73K Sell
1,518
-3,591
-70% -$187K ﹤0.01% 2205
2024
Q1 		$242K Buy
5,109
+4,821
+1,674% +$206K ﹤0.01% 1425
2023
Q4 		$8K Buy
288
+78
+37% +$2.17K ﹤0.01% 3298
2023
Q3 		$6K Buy
210
+120
+133% +$2.98K ﹤0.01% 3394
2023
Q2 		$2K Hold
90
– – ﹤0.01% 3835
2023
Q1 		$1K Hold
90
– – ﹤0.01% 3894
2022
Q4 		$1K Sell
90
-6
-6% -$55 ﹤0.01% 3813
2022
Q3 		$1K Buy
+96
New +$772 ﹤0.01% 3725
2022
Q1 		– Sell
-1,167
Closed -$11K – 3800
2021
Q4 		$11K Buy
+1,167
New +$10.5K ﹤0.01% 2311

Other funds holding POWL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Carson Wealth (CWM LLC)'s POWL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Powell Industries (POWL) stake by 6.2% in Q1 2026, selling an estimated $36.8K and leaving 3,432 shares worth $619K. The position accounts for ﹤0.01% of the portfolio, ranked #1858.

Carson Wealth (CWM LLC) first reported a position in POWL in Q4 2021 and has held it in 16 quarters since. 475 funds tracked by Wall St. Rank hold POWL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,432 shares of Powell Industries worth $619K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 225 Powell Industries shares in Q1 2026, an estimated $36.8K.
  • Powell Industries made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1858 holding.
  • Carson Wealth (CWM LLC) first reported a position in Powell Industries in Q4 2021 and has held it in 16 quarters since.
  • 475 funds tracked by Wall St. Rank held Powell Industries as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.