Baird Financial Group
POWL icon

Baird Financial Group’s Powell Industries POWL Stock Holding History

Baird Financial 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
Q2 		$57M Buy
199,087
+6,337
+3% +$1.72M 0.08% 165
2026
Q1 		$34.8M Buy
192,750
+8,619
+5% +$1.41M 0.05% 235
2025
Q4 		$19.6M Sell
184,131
-2,688
-1% -$302K 0.03% 379
2025
Q3 		$19M Buy
186,819
+6,447
+4% +$547K 0.03% 386
2025
Q2 		$12.7M Buy
180,372
+960
+0.5% +$57.9K 0.02% 475
2025
Q1 		$10.2M Buy
179,412
+6,519
+4% +$454K 0.02% 511
2024
Q4 		$12.8M Buy
172,893
+14,388
+9% +$1.29M 0.02% 445
2024
Q3 		$11.7M Buy
158,505
+12,450
+9% +$678K 0.02% 465
2024
Q2 		$6.98M Buy
+146,055
New +$7.62M 0.01% 579

Other funds holding POWL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Baird Financial Group's POWL Position: Q2 2026 in Review

Baird Financial Group increased its Powell Industries (POWL) stake by 3.3% in Q2 2026, buying an estimated $1.72M and bringing the position to 199,087 shares worth $57M. The position accounts for 0.08% of the portfolio, ranked #165.

Baird Financial Group first reported a position in POWL in Q2 2024 and has held it in 9 quarters since. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Baird Financial Group held 199,087 shares of Powell Industries worth $57M as of Q2 2026.
  • Baird Financial Group bought 6,337 Powell Industries shares in Q2 2026, an estimated $1.72M.
  • Powell Industries made up 0.08% of Baird Financial Group's portfolio in Q2 2026, its #165 holding.
  • Baird Financial Group first reported a position in Powell Industries in Q2 2024 and has held it in 9 quarters since.
  • 580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.