William B. Walkup & Associates’s Powell Industries POWL Stock Holding History

William B. Walkup & Associates’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	$4.29K	Buy	+15	New	+$4.07K	﹤0.01%	157

Other funds holding POWL

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

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

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

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Quantum Private Wealth Tampa, Florida $390M AUM 58.18% 1-Year Est. Return

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

William B. Walkup & Associates's POWL Position: Q2 2026 in Review

William B. Walkup & Associates opened a new position in Powell Industries (POWL) in Q2 2026: 15 shares worth $4.29K. The stake represents ﹤0.01% of the portfolio and ranks #157 among its holdings.

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

William B. Walkup & Associates held 15 shares of Powell Industries worth $4.29K as of Q2 2026.
Powell Industries was a new William B. Walkup & Associates position in Q2 2026.
Powell Industries made up ﹤0.01% of William B. Walkup & Associates's portfolio in Q2 2026, its #157 holding.
180 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on William B. Walkup & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.