Advisor OS’s Powell Industries POWL Stock Holding History

Advisor OS’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	-1,152	Closed	-$208K	–	614
2026 Q1	$208K	Buy	+1,152	New	+$188K	0.02%	539

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

Advisor OS's POWL Position: Q2 2026 in Review

Advisor OS sold out of Powell Industries (POWL) in Q2 2026, closing a stake of 1,152 shares — an estimated $208K sold.

Advisor OS first reported a position in POWL in Q1 2026 and held it in 1 quarter. The position peaked at $208K in Q1 2026. 581 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

Advisor OS reported no remaining Powell Industries position as of Q2 2026 after selling out during the quarter.
Advisor OS sold 1,152 Powell Industries shares in Q2 2026, an estimated $208K.
Advisor OS first reported a position in Powell Industries in Q1 2026 and held it in 1 quarter.
Advisor OS's Powell Industries position peaked at $208K in Q1 2026.
581 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.