Advisory Services Network’s Powell Industries POWL Stock Holding History

Advisory Services Network’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	$9.96M	Sell	34,788 -2,658	-7%	-$721K	0.11%	178
2026 Q1	$6.75M	Sell	37,446 -309	-0.8%	-$50.5K	0.09%	234
2025 Q4	$4.01M	Buy	37,755 +10,374	+38%	+$1.16M	0.06%	372
2025 Q3	$2.78M	Buy	27,381 +8,265	+43%	+$701K	0.04%	467
2025 Q2	$1.51M	Buy	19,116 +7,299	+62%	+$440K	0.02%	658
2025 Q1	$671K	Buy	11,817 +6,555	+125%	+$457K	0.01%	926
2024 Q4	$389K	Sell	5,262 -3,201	-38%	-$286K	0.01%	1158
2024 Q3	$405K	Hold	8,463	–	–	0.01%	1076
2024 Q2	$405K	Buy	+8,463	New	+$441K	0.01%	1076
2021 Q3	–	Sell	-1,515	Closed	-$16K	–	2747
2021 Q2	$16K	Buy	+1,515	New	+$17.4K	﹤0.01%	2603
2021 Q1	–	Sell	-1,515	Closed	-$15K	–	2527
2020 Q4	$15K	Hold	1,515	–	–	﹤0.01%	2256
2020 Q3	$12K	Buy	+1,515	New	+$13.4K	﹤0.01%	2352
2020 Q2	–	Sell	-1,515	Closed	-$13K	–	2296
2020 Q1	$13K	Hold	1,515	–	–	﹤0.01%	2115
2019 Q4	$25K	Sell	1,515 -3,312	-69%	-$46.5K	﹤0.01%	1905
2019 Q3	$61K	Hold	4,827	–	–	﹤0.01%	1280
2019 Q2	$61K	Hold	4,827	–	–	﹤0.01%	1278
2019 Q1	$43K	Hold	4,827	–	–	﹤0.01%	1296
2018 Q4	$40K	Buy	+4,827	New	+$47.9K	﹤0.01%	1234

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

Advisory Services Network's POWL Position: Q2 2026 in Review

Advisory Services Network reduced its Powell Industries (POWL) stake by 7.1% in Q2 2026, selling an estimated $721K and leaving 34,788 shares worth $9.96M. The position accounts for 0.11% of the portfolio, ranked #178.

Advisory Services Network first reported a position in POWL in Q4 2018 and has held it in 18 quarters since. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

Advisory Services Network held 34,788 shares of Powell Industries worth $9.96M as of Q2 2026.
Advisory Services Network sold 2,658 Powell Industries shares in Q2 2026, an estimated $721K.
Powell Industries made up 0.11% of Advisory Services Network's portfolio in Q2 2026, its #178 holding.
Advisory Services Network first reported a position in Powell Industries in Q4 2018 and has held it in 18 quarters since.
580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.