RAFFA WEALTH MANAGEMENT, LLC’s Powell Industries POWL Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$1.43K	Buy	+5	New	+$1.36K	﹤0.01%	925

Other funds holding POWL

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

GKV Capital Management Walnut Creek, California $310M AUM 51.56% 1-Year Est. Return

Rockline Wealth Management Plainview, New York $522M AUM 39.64% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Liberty Capital Management Birmingham, Michigan $582M AUM

New York State Teachers Retirement System (NYSTRS)

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's POWL Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC opened a new position in Powell Industries (POWL) in Q2 2026: 5 shares worth $1.43K. The stake represents ﹤0.01% of the portfolio and ranks #925 among its holdings.

141 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 5 shares of Powell Industries worth $1.43K as of Q2 2026.
Powell Industries was a new RAFFA WEALTH MANAGEMENT, LLC position in Q2 2026.
Powell Industries made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #925 holding.
141 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.