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 Q3	$1.48K	Buy	8 +2	+33%	+$411	﹤0.01%	1791
2026 Q2	$1.72K	Hold	6	–	–	﹤0.01%	1752
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

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

AIM

Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

CAM

Cypress Asset Management Houston, Texas $506M AUM 36.14% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

True Wealth Design's POWL Position: Q3 2026 in Review

True Wealth Design increased its Powell Industries (POWL) stake by 33% in Q3 2026, buying an estimated $411 and bringing the position to 8 shares worth $1.48K. The position accounts for ﹤0.01% of the portfolio, ranked #1791.

True Wealth Design first reported a position in POWL in Q3 2024 and has held it in 9 quarters since. The position peaked at $10.6K in Q4 2024. 50 funds tracked by Wall St. Rank hold POWL as of Q3 2026.

True Wealth Design held 8 shares of Powell Industries worth $1.48K as of Q3 2026.
True Wealth Design bought 2 Powell Industries shares in Q3 2026, an estimated $411.
Powell Industries made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1791 holding.
True Wealth Design first reported a position in Powell Industries in Q3 2024 and has held it in 9 quarters since.
True Wealth Design's Powell Industries position peaked at $10.6K in Q4 2024.
50 funds tracked by Wall St. Rank held Powell Industries as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.