4D Advisors’s Powell Industries POWL Stock Holding History

4D 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	–	Sell	-19,500	Closed	-$3.52M	–	46
2026 Q1	$3.52M	Buy	+19,500	New	+$3.19M	2.23%	25

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

4D Advisors's POWL Position: Q2 2026 in Review

4D Advisors sold out of Powell Industries (POWL) in Q2 2026, closing a stake of 19,500 shares — an estimated $3.52M sold.

4D Advisors first reported a position in POWL in Q1 2026 and held it in 1 quarter. The position peaked at $3.52M in Q1 2026. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

4D Advisors reported no remaining Powell Industries position as of Q2 2026 after selling out during the quarter.
4D Advisors sold 19,500 Powell Industries shares in Q2 2026, an estimated $3.52M.
4D Advisors first reported a position in Powell Industries in Q1 2026 and held it in 1 quarter.
4D Advisors's Powell Industries position peaked at $3.52M in Q1 2026.
580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on 4D Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.