Advisors Management Group’s Powell Industries POWL Stock Holding History

Advisors Management Group’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	$15M	Sell	52,530 -2,613	-5%	-$709K	2.49%	8
2026 Q1	$9.95M	Sell	55,143 -23,250	-30%	-$3.8M	1.81%	13
2025 Q4	$8.33M	Sell	78,393 -7,134	-8%	-$801K	1.52%	16
2025 Q3	$8.69M	Sell	85,527 -18,189	-18%	-$1.54M	1.53%	16
2025 Q2	$7.28M	Buy	103,716 +918	+0.9%	+$55.4K	1.37%	20
2025 Q1	$5.84M	Buy	102,798 +51,177	+99%	+$3.57M	1.27%	20
2024 Q4	$3.81M	Buy	51,621 +1,068	+2%	+$95.5K	0.9%	37
2024 Q3	$3.74M	Buy	+50,553	New	+$2.75M	0.88%	40

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

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

Advisors Management Group reduced its Powell Industries (POWL) stake by 4.7% in Q2 2026, selling an estimated $709K and leaving 52,530 shares worth $15M. The position accounts for 2.49% of the portfolio, ranked #8.

Advisors Management Group first reported a position in POWL in Q3 2024 and has held it in 8 quarters since. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

Advisors Management Group held 52,530 shares of Powell Industries worth $15M as of Q2 2026.
Advisors Management Group sold 2,613 Powell Industries shares in Q2 2026, an estimated $709K.
Powell Industries made up 2.49% of Advisors Management Group's portfolio in Q2 2026, its #8 holding.
Advisors Management Group first reported a position in Powell Industries in Q3 2024 and has held it in 8 quarters since.
580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

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