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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advisors Management Group's POWL Position: Q1 2026 in Review

Advisors Management Group reduced its Powell Industries (POWL) stake by 30% in Q1 2026, selling an estimated $3.8M and leaving 55,143 shares worth $9.95M. The position accounts for 1.81% of the portfolio, ranked #13.

Advisors Management Group first reported a position in POWL in Q3 2024 and has held it in 7 quarters since. 474 funds tracked by Wall St. Rank hold POWL as of Q1 2026.

  • Advisors Management Group held 55,143 shares of Powell Industries worth $9.95M as of Q1 2026.
  • Advisors Management Group sold 23,250 Powell Industries shares in Q1 2026, an estimated $3.8M.
  • Powell Industries made up 1.81% of Advisors Management Group's portfolio in Q1 2026, its #13 holding.
  • Advisors Management Group first reported a position in Powell Industries in Q3 2024 and has held it in 7 quarters since.
  • 474 funds tracked by Wall St. Rank held Powell Industries as of Q1 2026.

Based on Advisors Management Group's 13F filing for Q1 2026, filed 1 May 2026.