IFP Advisors’s Powell Industries POWL Stock Holding History

IFP Advisors’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	$37.3K	Buy	207 +201	+3,350%	+$32.9K	﹤0.01%	2412
2025 Q4	$638	Hold	6	–	–	﹤0.01%	4216
2025 Q3	$610	Buy	+6	New	+$509	﹤0.01%	4116
2025 Q2	–	Hold	0	–	–	–	3972
2025 Q1	–	Sell	-3	Closed	-$222	–	4608
2024 Q4	$222	Buy	+3	New	+$268	﹤0.01%	3684
2024 Q2	–	Sell	-24	Closed	-$1.14K	–	3316
2024 Q1	$1.14K	Buy	+24	New	+$1.03K	﹤0.01%	2838
2022 Q4	–	Sell	-9,465	Closed	-$108K	–	4780
2022 Q3	$108K	Hold	9,465	–	–	﹤0.01%	1805
2022 Q2	$108K	Hold	9,465	–	–	﹤0.01%	1639
2022 Q1	$108K	Buy	+9,465	New	+$77.4K	﹤0.01%	1639
2017 Q1	–	Sell	-6	Closed	–	–	4099
2016 Q4	$0	Hold	6	–	–	﹤0.01%	4099
2016 Q3	$0	Hold	6	–	–	﹤0.01%	4004
2016 Q2	$0	Buy	+6	New	+$67	﹤0.01%	4010
2016 Q1	–	Sell	-6	Closed	–	–	3162
2015 Q4	$0	Buy	+6	New	+$62	﹤0.01%	3780

Other funds holding POWL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

First Trust Advisors

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Dimensional Fund Advisors

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

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

Geode Capital Management

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return