OWP
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ORG Wealth Partners’s Powell Industries POWL Stock Holding History

ORG Wealth Partners’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 		$137K Buy
+479
New +$130K 0.02% 264

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First Trust Advisors
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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 $3.37T 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

ORG Wealth Partners's POWL Position: Q2 2026 in Review

ORG Wealth Partners opened a new position in Powell Industries (POWL) in Q2 2026: 479 shares worth $137K. The stake represents 0.02% of the portfolio and ranks #264 among its holdings.

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

  • ORG Wealth Partners held 479 shares of Powell Industries worth $137K as of Q2 2026.
  • Powell Industries was a new ORG Wealth Partners position in Q2 2026.
  • Powell Industries made up 0.02% of ORG Wealth Partners's portfolio in Q2 2026, its #264 holding.
  • 580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.