Elevated Financial Group’s Powell Industries POWL Stock Holding History

Elevated Financial Group’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	$360K	Hold	1,257	–	–	0.1%	97
2026 Q1	$227K	Buy	+1,257	New	+$205K	0.07%	127

Other funds holding POWL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Elevated Financial Group's POWL Position: Q2 2026 in Review

Elevated Financial Group held its Powell Industries (POWL) position steady in Q2 2026 at 1,257 shares worth $360K. The position accounts for 0.1% of the portfolio, ranked #97.

Elevated Financial Group first reported a position in POWL in Q1 2026 and has held it in 2 quarters since. 576 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

Elevated Financial Group held 1,257 shares of Powell Industries worth $360K as of Q2 2026.
Elevated Financial Group left its Powell Industries share count unchanged in Q2 2026.
Powell Industries made up 0.1% of Elevated Financial Group's portfolio in Q2 2026, its #97 holding.
Elevated Financial Group first reported a position in Powell Industries in Q1 2026 and has held it in 2 quarters since.
576 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Elevated Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.