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Allied Investment Advisors’s Powell Industries POWL Stock Holding History

Allied Investment Advisors’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
-1,926
Closed -$347K – 112
2026
Q1 		$347K Hold
1,926
– – 0.05% 76
2025
Q4 		$205K Buy
+1,926
New +$216K 0.03% 99

Other funds holding POWL

BlackRock
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Vanguard Portfolio Management
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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

Allied Investment Advisors's POWL Position: Q2 2026 in Review

Allied Investment Advisors sold out of Powell Industries (POWL) in Q2 2026, closing a stake of 1,926 shares — an estimated $347K sold.

Allied Investment Advisors first reported a position in POWL in Q4 2025 and held it in 2 quarters. The position peaked at $347K in Q1 2026. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Allied Investment Advisors reported no remaining Powell Industries position as of Q2 2026 after selling out during the quarter.
  • Allied Investment Advisors sold 1,926 Powell Industries shares in Q2 2026, an estimated $347K.
  • Allied Investment Advisors first reported a position in Powell Industries in Q4 2025 and held it in 2 quarters.
  • Allied Investment Advisors's Powell Industries position peaked at $347K in Q1 2026.
  • 580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Allied Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.