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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
Q2 		$370K Buy
1,293
+1,086
+525% +$295K 0.01% 1183
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 – 4558
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 – 4778
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 – – 4096
2016
Q4 		$0 Hold
6
– – ﹤0.01% 4096
2016
Q3 		$0 Hold
6
– – ﹤0.01% 4003
2016
Q2 		$0 Buy
+6
New +$67 ﹤0.01% 4009
2016
Q1 		– Sell
-6
Closed – – 3159
2015
Q4 		$0 Buy
+6
New +$62 ﹤0.01% 3776

Other funds holding POWL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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

IFP Advisors's POWL Position: Q2 2026 in Review

IFP Advisors increased its Powell Industries (POWL) stake by 525% in Q2 2026, buying an estimated $295K and bringing the position to 1,293 shares worth $370K. The position accounts for 0.01% of the portfolio, ranked #1183.

IFP Advisors first reported a position in POWL in Q4 2015 and has held it in 13 quarters since. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • IFP Advisors held 1,293 shares of Powell Industries worth $370K as of Q2 2026.
  • IFP Advisors bought 1,086 Powell Industries shares in Q2 2026, an estimated $295K.
  • Powell Industries made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1183 holding.
  • IFP Advisors first reported a position in Powell Industries in Q4 2015 and has held it in 13 quarters since.
  • 580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.