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Continuum Advisory’s Powell Industries POWL Stock Holding History

Continuum Advisory’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 		$8.3K Buy
+29
New +$7.87K ﹤0.01% 1315
2025
Q2 		– Sell
-21
Closed -$1.19K – 1257
2025
Q1 		$1.19K Hold
21
– – ﹤0.01% 1484
2024
Q4 		$1.55K Hold
21
– – ﹤0.01% 1495
2024
Q3 		$2.1K Hold
21
– – ﹤0.01% 1409
2024
Q2 		$1K Hold
21
– – ﹤0.01% 1468
2024
Q1 		$1.16K Buy
+21
New +$899 ﹤0.01% 1439

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

Continuum Advisory's POWL Position: Q2 2026 in Review

Continuum Advisory opened a new position in Powell Industries (POWL) in Q2 2026: 29 shares worth $8.3K. The stake represents ﹤0.01% of the portfolio and ranks #1315 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in POWL as recently as Q1 2025.

Continuum Advisory first reported a position in POWL in Q1 2024 and has held it in 6 quarters since. 583 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Continuum Advisory held 29 shares of Powell Industries worth $8.3K as of Q2 2026.
  • Powell Industries was a new Continuum Advisory position in Q2 2026.
  • Powell Industries made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1315 holding.
  • Continuum Advisory first reported a position in Powell Industries in Q1 2024 and has held it in 6 quarters since.
  • 583 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.