BPA
POWL icon

Beacon Pointe Advisors’s Powell Industries POWL Stock Holding History

Beacon Pointe 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 		$4.4M Sell
15,379
-212
-1% -$57.5K 0.02% 543
2026
Q1 		$2.81M Buy
15,591
+276
+2% +$45.1K 0.01% 635
2025
Q4 		$1.63M Sell
15,315
-2,796
-15% -$314K 0.01% 674
2025
Q3 		$1.84M Hold
18,111
– – 0.02% 566
2025
Q2 		$1.27M Buy
18,111
+12
+0.1% +$724 0.01% 593
2025
Q1 		$1.03M Buy
18,099
+3,009
+20% +$210K 0.01% 630
2024
Q4 		$1.11M Buy
15,090
+12,000
+388% +$1.07M 0.01% 605
2024
Q3 		$229K Buy
+3,090
New +$168K ﹤0.01% 1115

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

Beacon Pointe Advisors's POWL Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Powell Industries (POWL) stake by 1.4% in Q2 2026, selling an estimated $57.5K and leaving 15,379 shares worth $4.4M. The position accounts for 0.02% of the portfolio, ranked #543.

Beacon Pointe Advisors first reported a position in POWL in Q3 2024 and has held it in 8 quarters since. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Beacon Pointe Advisors held 15,379 shares of Powell Industries worth $4.4M as of Q2 2026.
  • Beacon Pointe Advisors sold 212 Powell Industries shares in Q2 2026, an estimated $57.5K.
  • Powell Industries made up 0.02% of Beacon Pointe Advisors's portfolio in Q2 2026, its #543 holding.
  • Beacon Pointe Advisors first reported a position in Powell Industries in Q3 2024 and has held it in 8 quarters since.
  • 580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.