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Twin Peaks Wealth Advisors’s Powell Industries POWL Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-66
Closed -$11.9K – 1668
2026
Q1 		$11.9K Buy
+66
New +$10.8K ﹤0.01% 966
2025
Q3 		– Sell
-198
Closed -$17.8K – 1588
2025
Q2 		$17.8K Buy
+198
New +$11.9K 0.01% 646

Other funds holding POWL

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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

Twin Peaks Wealth Advisors's POWL Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Powell Industries (POWL) in Q2 2026, closing a stake of 66 shares — an estimated $11.9K sold.

Twin Peaks Wealth Advisors first reported a position in POWL in Q2 2025 and held it in 2 quarters. The position peaked at $17.8K in Q2 2025. 584 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Powell Industries position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 66 Powell Industries shares in Q2 2026, an estimated $11.9K.
  • Twin Peaks Wealth Advisors first reported a position in Powell Industries in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Powell Industries position peaked at $17.8K in Q2 2025.
  • 584 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.