AAM
POWL icon

Advisors Asset Management’s Powell Industries POWL Stock Holding History

Advisors Asset Management’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 		$1.05M Buy
3,670
+103
+3% +$27.9K 0.02% 798
2026
Q1 		$643K Sell
3,567
-33
-0.9% -$5.39K 0.01% 910
2025
Q4 		$383K Sell
3,600
-54
-1% -$6.06K 0.01% 1017
2025
Q3 		$371K Sell
3,654
-9
-0.2% -$763 0.01% 1018
2025
Q2 		$257K Buy
3,663
+126
+4% +$7.6K ﹤0.01% 1075
2025
Q1 		$201K Buy
3,537
+870
+33% +$60.6K ﹤0.01% 1107
2024
Q4 		$197K Buy
+2,667
New +$238K ﹤0.01% 1123

Other funds holding POWL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisors Asset Management's POWL Position: Q2 2026 in Review

Advisors Asset Management increased its Powell Industries (POWL) stake by 2.9% in Q2 2026, buying an estimated $27.9K and bringing the position to 3,670 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #798.

Advisors Asset Management first reported a position in POWL in Q4 2024 and has held it in 7 quarters since. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Advisors Asset Management held 3,670 shares of Powell Industries worth $1.05M as of Q2 2026.
  • Advisors Asset Management bought 103 Powell Industries shares in Q2 2026, an estimated $27.9K.
  • Powell Industries made up 0.02% of Advisors Asset Management's portfolio in Q2 2026, its #798 holding.
  • Advisors Asset Management first reported a position in Powell Industries in Q4 2024 and has held it in 7 quarters since.
  • 580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

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