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Perigon Wealth Management’s Powell Industries POWL Stock Holding History

Perigon 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 		$498K Buy
1,737
+312
+22% +$84.6K 0.01% 906
2026
Q1 		$257K Buy
+1,425
New +$233K ﹤0.01% 1081
2025
Q1 		– Sell
-3,399
Closed -$291K – 1084
2024
Q4 		$291K Buy
+3,399
New +$304K 0.01% 825

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

Perigon Wealth Management's POWL Position: Q2 2026 in Review

Perigon Wealth Management increased its Powell Industries (POWL) stake by 22% in Q2 2026, buying an estimated $84.6K and bringing the position to 1,737 shares worth $498K. The position accounts for 0.01% of the portfolio, ranked #906.

Perigon Wealth Management first reported a position in POWL in Q4 2024 and has held it in 3 quarters since. 581 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Perigon Wealth Management held 1,737 shares of Powell Industries worth $498K as of Q2 2026.
  • Perigon Wealth Management bought 312 Powell Industries shares in Q2 2026, an estimated $84.6K.
  • Powell Industries made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #906 holding.
  • Perigon Wealth Management first reported a position in Powell Industries in Q4 2024 and has held it in 3 quarters since.
  • 581 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.