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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
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

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

True Wealth Design's POWL Position: Q2 2026 in Review

True Wealth Design held its Powell Industries (POWL) position steady in Q2 2026 at 6 shares worth $1.72K. The position accounts for ﹤0.01% of the portfolio, ranked #1752.

True Wealth Design first reported a position in POWL in Q3 2024 and has held it in 8 quarters since. The position peaked at $10.6K in Q4 2024. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • True Wealth Design held 6 shares of Powell Industries worth $1.72K as of Q2 2026.
  • True Wealth Design left its Powell Industries share count unchanged in Q2 2026.
  • Powell Industries made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1752 holding.
  • True Wealth Design first reported a position in Powell Industries in Q3 2024 and has held it in 8 quarters since.
  • True Wealth Design's Powell Industries position peaked at $10.6K in Q4 2024.
  • 580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.