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LRI Investments’s Powell Industries POWL Stock Holding History

LRI Investments’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 		$8.59K Buy
+30
New +$8.14K ﹤0.01% 1000

Other funds holding POWL

TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
GCM
GKV Capital Management Walnut Creek, California $310M AUM 51.56% 1-Year Est. Return
QPW
Quantum Private Wealth Tampa, Florida $390M AUM 58.18% 1-Year Est. Return
RWM
Rockline Wealth Management Plainview, New York $522M AUM 39.64% 1-Year Est. Return

LRI Investments's POWL Position: Q2 2026 in Review

LRI Investments opened a new position in Powell Industries (POWL) in Q2 2026: 30 shares worth $8.59K. The stake represents ﹤0.01% of the portfolio and ranks #1000 among its holdings.

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

  • LRI Investments held 30 shares of Powell Industries worth $8.59K as of Q2 2026.
  • Powell Industries was a new LRI Investments position in Q2 2026.
  • Powell Industries made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1000 holding.
  • 180 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.