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Institute for Wealth Management’s Powell Industries POWL Stock Holding History

Institute for Wealth Management’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 		$4.04K Buy
+14
New +$3.8K ﹤0.01% 1486

Other funds holding POWL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
MP
Munro Partners Melbourne, Australia $4.54B AUM 84.34% 1-Year Est. Return

Institute for Wealth Management's POWL Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Powell Industries (POWL) in Q2 2026: 14 shares worth $4.04K. The stake represents ﹤0.01% of the portfolio and ranks #1486 among its holdings.

302 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Institute for Wealth Management held 14 shares of Powell Industries worth $4.04K as of Q2 2026.
  • Powell Industries was a new Institute for Wealth Management position in Q2 2026.
  • Powell Industries made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1486 holding.
  • 302 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.