Annis Gardner Whiting Capital Advisors’s Powell Industries POWL Stock Holding History

Annis Gardner Whiting Capital 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	-12	Closed	-$2.17K	–	1011
2026 Q1	$2.17K	Hold	12	–	–	﹤0.01%	1044
2025 Q4	$1.28K	Hold	12	–	–	﹤0.01%	1020
2025 Q3	$1.22K	Hold	12	–	–	﹤0.01%	959
2025 Q2	$842	Buy	+12	New	+$724	﹤0.01%	1109
2025 Q1	–	Sell	-3	Closed	-$222	–	805
2024 Q4	$222	Buy	+3	New	+$268	﹤0.01%	761

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

Annis Gardner Whiting Capital Advisors's POWL Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Powell Industries (POWL) in Q2 2026, closing a stake of 12 shares — an estimated $2.17K sold.

Annis Gardner Whiting Capital Advisors first reported a position in POWL in Q4 2024 and held it in 5 quarters. The position peaked at $2.17K in Q1 2026. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Powell Industries position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 12 Powell Industries shares in Q2 2026, an estimated $2.17K.
Annis Gardner Whiting Capital Advisors first reported a position in Powell Industries in Q4 2024 and held it in 5 quarters.
Annis Gardner Whiting Capital Advisors's Powell Industries position peaked at $2.17K in Q1 2026.
580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.