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Toth Financial Advisory’s Powell Industries POWL Stock Holding History

Toth Financial Advisory’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 		$1.43K Buy
+5
New +$1.36K ﹤0.01% 788
2026
Q1 		– Sell
-15
Closed -$1.59K – 1004
2025
Q4 		$1.59K Buy
+15
New +$1.68K ﹤0.01% 739

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

Toth Financial Advisory's POWL Position: Q2 2026 in Review

Toth Financial Advisory opened a new position in Powell Industries (POWL) in Q2 2026: 5 shares worth $1.43K. The stake represents ﹤0.01% of the portfolio and ranks #788 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in POWL as recently as Q4 2025.

Toth Financial Advisory first reported a position in POWL in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.59K in Q4 2025. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Toth Financial Advisory held 5 shares of Powell Industries worth $1.43K as of Q2 2026.
  • Powell Industries was a new Toth Financial Advisory position in Q2 2026.
  • Powell Industries made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #788 holding.
  • Toth Financial Advisory first reported a position in Powell Industries in Q4 2025 and has held it in 2 quarters since.
  • Toth Financial Advisory's Powell Industries position peaked at $1.59K in Q4 2025.
  • 580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.