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Cypress Point Wealth Management’s Powell Industries POWL Stock Holding History

Cypress Point Wealth Management’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 		– Sell
-1,665
Closed -$300K – 155
2026
Q1 		$300K Buy
+1,665
New +$272K 0.06% 92

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
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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

Cypress Point Wealth Management's POWL Position: Q2 2026 in Review

Cypress Point Wealth Management sold out of Powell Industries (POWL) in Q2 2026, closing a stake of 1,665 shares — an estimated $300K sold.

Cypress Point Wealth Management first reported a position in POWL in Q1 2026 and held it in 1 quarter. The position peaked at $300K in Q1 2026. 584 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Cypress Point Wealth Management reported no remaining Powell Industries position as of Q2 2026 after selling out during the quarter.
  • Cypress Point Wealth Management sold 1,665 Powell Industries shares in Q2 2026, an estimated $300K.
  • Cypress Point Wealth Management first reported a position in Powell Industries in Q1 2026 and held it in 1 quarter.
  • Cypress Point Wealth Management's Powell Industries position peaked at $300K in Q1 2026.
  • 584 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.