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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Creative Planning's POWL Position: Q1 2026 in Review

Creative Planning increased its Powell Industries (POWL) stake by 59% in Q1 2026, buying an estimated $828K and bringing the position to 13,677 shares worth $2.47M. The position accounts for ﹤0.01% of the portfolio, ranked #1733.

Creative Planning first reported a position in POWL in Q2 2013 and has held it in 9 quarters since. 474 funds tracked by Wall St. Rank hold POWL as of Q1 2026.

Creative Planning held 13,677 shares of Powell Industries worth $2.47M as of Q1 2026.
Creative Planning bought 5,067 Powell Industries shares in Q1 2026, an estimated $828K.
Powell Industries made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1733 holding.
Creative Planning first reported a position in Powell Industries in Q2 2013 and has held it in 9 quarters since.
474 funds tracked by Wall St. Rank held Powell Industries as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.