High Note Wealth’s Powell Industries POWL Stock Holding History

High Note Wealth’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	$2.58K	Hold	9	–	–	﹤0.01%	758
2026 Q1	$1.62K	Buy	+9	New	+$1.47K	﹤0.01%	843

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

High Note Wealth's POWL Position: Q2 2026 in Review

High Note Wealth held its Powell Industries (POWL) position steady in Q2 2026 at 9 shares worth $2.58K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

High Note Wealth first reported a position in POWL in Q1 2026 and has held it in 2 quarters since. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

High Note Wealth held 9 shares of Powell Industries worth $2.58K as of Q2 2026.
High Note Wealth left its Powell Industries share count unchanged in Q2 2026.
Powell Industries made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #758 holding.
High Note Wealth first reported a position in Powell Industries in Q1 2026 and has held it in 2 quarters since.
580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.