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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
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

BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 1-Year Est. Return

Twin Peaks Wealth Advisors's POWL Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Powell Industries (POWL) in Q1 2026: 66 shares worth $11.9K. The stake represents ﹤0.01% of the portfolio and ranks #966 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in POWL as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in POWL in Q2 2025 and has held it in 2 quarters since. The position peaked at $17.8K in Q2 2025. 474 funds tracked by Wall St. Rank hold POWL as of Q1 2026.

  • Twin Peaks Wealth Advisors held 66 shares of Powell Industries worth $11.9K as of Q1 2026.
  • Powell Industries was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Powell Industries made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #966 holding.
  • Twin Peaks Wealth Advisors first reported a position in Powell Industries in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Powell Industries position peaked at $17.8K in Q2 2025.
  • 474 funds tracked by Wall St. Rank held Powell Industries as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.