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Walser Wealth Management’s Powell Industries POWL Stock Holding History

Walser Wealth Management’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 		$254K Buy
+888
New +$241K 0.11% 184

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Dimensional Fund Advisors
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State Street
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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

Walser Wealth Management's POWL Position: Q2 2026 in Review

Walser Wealth Management opened a new position in Powell Industries (POWL) in Q2 2026: 888 shares worth $254K. The stake represents 0.11% of the portfolio and ranks #184 among its holdings.

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

  • Walser Wealth Management held 888 shares of Powell Industries worth $254K as of Q2 2026.
  • Powell Industries was a new Walser Wealth Management position in Q2 2026.
  • Powell Industries made up 0.11% of Walser Wealth Management's portfolio in Q2 2026, its #184 holding.
  • 580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.