Bailard’s Powell Industries POWL Stock Holding History

Bailard’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	$224K	Sell	783 -900	-53%	-$244K	﹤0.01%	714
2026 Q1	$304K	Sell	1,683 -300	-15%	-$49K	0.01%	589
2025 Q4	$211K	Sell	1,983 -1,200	-38%	-$135K	﹤0.01%	704
2025 Q3	$323K	Hold	3,183	–	–	0.01%	594
2025 Q2	$223K	Buy	+3,183	New	+$192K	0.01%	699
2025 Q1	–	Sell	-3,183	Closed	-$235K	–	824
2024 Q4	$235K	Sell	3,183 -3,000	-49%	-$268K	0.01%	654
2024 Q3	$458K	Hold	6,183	–	–	0.01%	483
2024 Q2	$296K	Hold	6,183	–	–	0.01%	556
2024 Q1	$293K	Buy	+6,183	New	+$265K	0.01%	570
2023 Q4	–	Sell	-11,100	Closed	-$307K	–	793
2023 Q3	$307K	Hold	11,100	–	–	0.01%	535
2023 Q2	$224K	Buy	+11,100	New	+$192K	0.01%	610
2023 Q1	–	Sell	-19,194	Closed	-$225K	–	770
2022 Q4	$225K	Buy	+19,194	New	+$176K	0.01%	618

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

Bailard's POWL Position: Q2 2026 in Review

Bailard reduced its Powell Industries (POWL) stake by 53% in Q2 2026, selling an estimated $244K and leaving 783 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #714.

Bailard first reported a position in POWL in Q4 2022 and has held it in 12 quarters since. The position peaked at $458K in Q3 2024. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

Bailard held 783 shares of Powell Industries worth $224K as of Q2 2026.
Bailard sold 900 Powell Industries shares in Q2 2026, an estimated $244K.
Powell Industries made up ﹤0.01% of Bailard's portfolio in Q2 2026, its #714 holding.
Bailard first reported a position in Powell Industries in Q4 2022 and has held it in 12 quarters since.
Bailard's Powell Industries position peaked at $458K in Q3 2024.
580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.