Independent Advisor Alliance’s Powell Industries POWL Stock Holding History

Independent Advisor Alliance’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	$1.73M	Buy	6,043 +28	+0.5%	+$7.6K	0.04%	311
2026 Q1	$1.09M	Buy	6,015 +996	+20%	+$163K	0.01%	792
2025 Q4	$533K	Buy	5,019 +543	+12%	+$61K	0.01%	631
2025 Q3	$455K	Buy	+4,476	New	+$380K	0.01%	646
2025 Q2	–	Sell	-65,991	Closed	-$3.75M	–	923
2025 Q1	$3.75M	Buy	65,991 +5,865	+10%	+$409K	0.12%	153
2024 Q4	$4.44M	Buy	60,126 +10,263	+21%	+$917K	0.06%	294
2024 Q3	$3.69M	Buy	+49,863	New	+$2.71M	0.13%	135

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

Independent Advisor Alliance's POWL Position: Q2 2026 in Review

Independent Advisor Alliance increased its Powell Industries (POWL) stake by 0.47% in Q2 2026, buying an estimated $7.6K and bringing the position to 6,043 shares worth $1.73M. The position accounts for 0.04% of the portfolio, ranked #311.

Independent Advisor Alliance first reported a position in POWL in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.44M in Q4 2024. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

Independent Advisor Alliance held 6,043 shares of Powell Industries worth $1.73M as of Q2 2026.
Independent Advisor Alliance bought 28 Powell Industries shares in Q2 2026, an estimated $7.6K.
Powell Industries made up 0.04% of Independent Advisor Alliance's portfolio in Q2 2026, its #311 holding.
Independent Advisor Alliance first reported a position in Powell Industries in Q3 2024 and has held it in 7 quarters since.
Independent Advisor Alliance's Powell Industries position peaked at $4.44M in Q4 2024.
580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.