1620 Investment Advisors’s Powell Industries POWL Stock Holding History

1620 Investment Advisors’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	$781K	Sell	2,727 -2,631	-49%	-$714K	0.48%	51
2026 Q1	$966K	Sell	5,358 -4,197	-44%	-$686K	0.65%	38
2025 Q4	$1.02M	Sell	9,555 -108	-1%	-$12.1K	0.68%	31
2025 Q3	$982K	Sell	9,663 -243	-2%	-$20.6K	0.67%	36
2025 Q2	$695K	Buy	9,906 +51	+0.5%	+$3.08K	0.49%	57
2025 Q1	$560K	Sell	9,855 -4,095	-29%	-$285K	0.43%	68
2024 Q4	$1.03M	Buy	+13,950	New	+$1.25M	0.78%	28
2024 Q2	–	Sell	-9	Closed	-$693K	–	595
2024 Q1	$693K	Buy	+9	New	+$385	0.7%	43
2023 Q4	–	Sell	-41,991	Closed	-$1.16M	–	151
2023 Q3	$1.16M	Sell	41,991 -23,997	-36%	-$595K	1.31%	18
2023 Q2	$1.33M	Buy	+65,988	New	+$1.14M	1.45%	16

Other funds holding POWL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

1620 Investment Advisors's POWL Position: Q2 2026 in Review

1620 Investment Advisors reduced its Powell Industries (POWL) stake by 49% in Q2 2026, selling an estimated $714K and leaving 2,727 shares worth $781K. The position accounts for 0.48% of the portfolio, ranked #51.

1620 Investment Advisors first reported a position in POWL in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.33M in Q2 2023. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

1620 Investment Advisors held 2,727 shares of Powell Industries worth $781K as of Q2 2026.
1620 Investment Advisors sold 2,631 Powell Industries shares in Q2 2026, an estimated $714K.
Powell Industries made up 0.48% of 1620 Investment Advisors's portfolio in Q2 2026, its #51 holding.
1620 Investment Advisors first reported a position in Powell Industries in Q2 2023 and has held it in 10 quarters since.
1620 Investment Advisors's Powell Industries position peaked at $1.33M in Q2 2023.
580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.