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Legacy Wealth Management (Idaho)’s Powell Industries POWL Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-39
Closed -$7.04K – 747
2026
Q1 		$7.04K Hold
39
– – ﹤0.01% 555
2025
Q4 		$4.14K Buy
+39
New +$4.38K ﹤0.01% 563
2025
Q2 		– Sell
-9
Closed -$511 – 839
2025
Q1 		$511 Hold
9
– – ﹤0.01% 703
2024
Q4 		$687 Buy
+9
New +$804 ﹤0.01% 631

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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 $3.38T AUM 44.17% 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

Legacy Wealth Management (Idaho)'s POWL Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Powell Industries (POWL) in Q2 2026, closing a stake of 39 shares — an estimated $7.04K sold.

Legacy Wealth Management (Idaho) first reported a position in POWL in Q4 2024 and held it in 4 quarters. The position peaked at $7.04K in Q1 2026. 584 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Powell Industries position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 39 Powell Industries shares in Q2 2026, an estimated $7.04K.
  • Legacy Wealth Management (Idaho) first reported a position in Powell Industries in Q4 2024 and held it in 4 quarters.
  • Legacy Wealth Management (Idaho)'s Powell Industries position peaked at $7.04K in Q1 2026.
  • 584 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.