PWPS
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Pinnacle Wealth Planning Services’s Powell Industries POWL Stock Holding History

Pinnacle Wealth Planning Services’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 		$183K Buy
638
+14
+2% +$3.8K 0.02% 562
2026
Q1 		$113K Buy
624
+30
+5% +$4.9K 0.01% 733
2025
Q4 		$63.1K Buy
+594
New +$66.7K 0.01% 1045
2021
Q1 		– Sell
-54
Closed -$1K – 1533
2020
Q4 		$1K Buy
+54
New +$481 ﹤0.01% 2161

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

Pinnacle Wealth Planning Services's POWL Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Powell Industries (POWL) stake by 2.2% in Q2 2026, buying an estimated $3.8K and bringing the position to 638 shares worth $183K. The position accounts for 0.02% of the portfolio, ranked #562.

Pinnacle Wealth Planning Services first reported a position in POWL in Q4 2020 and has held it in 4 quarters since. 581 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Pinnacle Wealth Planning Services held 638 shares of Powell Industries worth $183K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 14 Powell Industries shares in Q2 2026, an estimated $3.8K.
  • Powell Industries made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #562 holding.
  • Pinnacle Wealth Planning Services first reported a position in Powell Industries in Q4 2020 and has held it in 4 quarters since.
  • 581 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.