Rialto Wealth Management’s Powell Industries POWL Stock Holding History

Rialto 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 Q1	$542	Hold	3	–	–	﹤0.01%	1329
2025 Q4	$319	Hold	3	–	–	﹤0.01%	1414
2025 Q3	$305	Buy	+3	New	+$254	﹤0.01%	1394
2025 Q2	–	Sell	-9	Closed	-$511	–	1752
2025 Q1	$511	Buy	+9	New	+$627	﹤0.01%	825

Other funds holding POWL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Rialto Wealth Management's POWL Position: Q1 2026 in Review

Rialto Wealth Management held its Powell Industries (POWL) position steady in Q1 2026 at 3 shares worth $542. The position accounts for ﹤0.01% of the portfolio, ranked #1329.

Rialto Wealth Management first reported a position in POWL in Q1 2025 and has held it in 4 quarters since. 474 funds tracked by Wall St. Rank hold POWL as of Q1 2026.

Rialto Wealth Management held 3 shares of Powell Industries worth $542 as of Q1 2026.
Rialto Wealth Management left its Powell Industries share count unchanged in Q1 2026.
Powell Industries made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #1329 holding.
Rialto Wealth Management first reported a position in Powell Industries in Q1 2025 and has held it in 4 quarters since.
474 funds tracked by Wall St. Rank held Powell Industries as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.