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Larson Financial Group’s Powell Industries POWL Stock Holding History

Larson Financial Group’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 		$269K Buy
939
+510
+119% +$138K 0.01% 733
2026
Q1 		$77.4K Buy
429
+42
+11% +$6.86K ﹤0.01% 1114
2025
Q4 		$41.1K Buy
387
+384
+12,800% +$43.1K ﹤0.01% 1334
2025
Q3 		$305 Hold
3
– – ﹤0.01% 3193
2025
Q2 		$210 Buy
+3
New +$181 ﹤0.01% 3055
2024
Q4 		– Sell
-78
Closed -$5.77K – 2872
2024
Q3 		$5.77K Buy
+78
New +$4.25K ﹤0.01% 1643

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

Larson Financial Group's POWL Position: Q2 2026 in Review

Larson Financial Group increased its Powell Industries (POWL) stake by 119% in Q2 2026, buying an estimated $138K and bringing the position to 939 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #733.

Larson Financial Group first reported a position in POWL in Q3 2024 and has held it in 6 quarters since. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Larson Financial Group held 939 shares of Powell Industries worth $269K as of Q2 2026.
  • Larson Financial Group bought 510 Powell Industries shares in Q2 2026, an estimated $138K.
  • Powell Industries made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #733 holding.
  • Larson Financial Group first reported a position in Powell Industries in Q3 2024 and has held it in 6 quarters since.
  • 580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.