Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
POWL holding history
Powell Industries Inc in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
POWL overviewAll 13F holders of POWLFull Q2 2026 holdings
- Shares (Q2 2026)
- 17,012
- Value
- $4.87M
- % of portfolio
- <0.1%
- Quarters held
- 9
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 17,012 | $4.87M | <0.1% | +3,335+24.4% | AddedConverted for a 3-for-1 split | Holders |
| Q1 2026 | 4,559 | $2.47M | <0.1% | +1,689+58.9% | Added | Holders |
| Q4 2025 | 2,870 | $914.9K | <0.1% | +407+16.5% | Added | Holders |
| Q3 2025 | 2,463 | $750.8K | <0.1% | +258+11.7% | Added | Holders |
| Q2 2025 | 2,205 | $464.1K | <0.1% | −434−16.4% | Reduced | Holders |
| Q1 2025 | 2,639 | $449.5K | <0.1% | −320−10.8% | Reduced | Holders |
| Q4 2024 | 2,959 | $655.8K | <0.1% | +347+13.3% | Added | Holders |
| Q3 2024 | 2,612 | $579.8K | <0.1% | +449+20.8% | Added | Holders |
| Q2 2024 | 2,163 | $310.2K | <0.1% | +2,163 | New | Holders |