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Creative Planning POWL Position History
Powell Industries, Inc. • Industrials
Quarters held
8
Latest value
$2.8M
Q3 2026
Peak value
$4.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $736K |
| Q3 2025 | $15K |
| Q4 2025 | $915K |
| Q1 2026 | $2.5M |
| Q2 2026 | $53K |
| Q2 2026 | $4.8M |
| Q3 2026 | $32K |
| Q3 2026 | $2.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.8M | 15.1K | — | — |
| Q3 2026 | $32K | 171 | — | — |
| Q2 2026 | $4.8M | 16.8K | — | — |
| Q2 2026 | $53K | 186 | — | — |
| Q1 2026 | $2.5M | 4.6K | — | — |
| Q4 2025 | $915K | 2.9K | — | — |
| Q3 2025 | $15K | 49 | — | — |
| Q3 2025 | $736K | 2.4K | — | — |
Other funds holding POWL
$273.8M
$273.8M
$209.5M
$196.1M
$147.8M
$101.1M