TWD
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True Wealth Design’s Powell Industries POWL Stock Holding History

True Wealth Design’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 		$1.08K Hold
6
– – ﹤0.01% 1783
2025
Q4 		$638 Hold
6
– – ﹤0.01% 1872
2025
Q3 		$610 Hold
6
– – ﹤0.01% 1944
2025
Q2 		$421 Sell
6
-9
-60% -$543 ﹤0.01% 1812
2025
Q1 		$852 Sell
15
-129
-90% -$8.99K ﹤0.01% 1327
2024
Q4 		$10.6K Buy
144
+18
+14% +$1.61K ﹤0.01% 413
2024
Q3 		$9.32K Buy
+126
New +$6.86K ﹤0.01% 436

Other funds holding POWL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
First Trust Advisors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return