Creative Planning
POWL icon

Creative Planning’s Powell Industries POWL Stock Holding History

Creative Planning’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 		$4.87M Buy
17,012
+3,335
+24% +$905K ﹤0.01% 1431
2026
Q1 		$2.47M Buy
13,677
+5,067
+59% +$828K ﹤0.01% 1733
2025
Q4 		$915K Buy
8,610
+1,221
+17% +$137K ﹤0.01% 2349
2025
Q3 		$751K Buy
7,389
+774
+12% +$65.6K ﹤0.01% 2383
2025
Q2 		$464K Sell
6,615
-1,302
-16% -$78.5K ﹤0.01% 2527
2025
Q1 		$450K Sell
7,917
-960
-11% -$66.9K ﹤0.01% 2374
2024
Q4 		$656K Buy
8,877
+1,041
+13% +$93.1K ﹤0.01% 1975
2024
Q3 		$580K Buy
7,836
+1,347
+21% +$73.3K ﹤0.01% 1966
2024
Q2 		$310K Buy
+6,489
New +$338K ﹤0.01% 2314
2013
Q3 		– Sell
-300
Closed -$5K – 3319
2013
Q2 		$5K Buy
+300
New +$4.99K ﹤0.01% 2552

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

Creative Planning's POWL Position: Q2 2026 in Review

Creative Planning increased its Powell Industries (POWL) stake by 24% in Q2 2026, buying an estimated $905K and bringing the position to 17,012 shares worth $4.87M. The position accounts for ﹤0.01% of the portfolio, ranked #1431.

Creative Planning first reported a position in POWL in Q2 2013 and has held it in 10 quarters since. 581 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Creative Planning held 17,012 shares of Powell Industries worth $4.87M as of Q2 2026.
  • Creative Planning bought 3,335 Powell Industries shares in Q2 2026, an estimated $905K.
  • Powell Industries made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1431 holding.
  • Creative Planning first reported a position in Powell Industries in Q2 2013 and has held it in 10 quarters since.
  • 581 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.