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Benjamin Edwards Inc’s Powell Industries POWL Stock Holding History

Benjamin Edwards Inc’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 		$2.35M Sell
8,193
-84
-1% -$22.8K 0.02% 535
2026
Q1 		$1.49M Hold
8,277
– – 0.01% 631
2025
Q4 		$879K Sell
8,277
-807
-9% -$90.6K 0.01% 757
2025
Q3 		$923K Sell
9,084
-414
-4% -$35.1K 0.01% 720
2025
Q2 		$666K Buy
9,498
+597
+7% +$36K 0.01% 757
2025
Q1 		$505K Buy
8,901
+30
+0.3% +$2.09K 0.01% 775
2024
Q4 		$655K Buy
+8,871
New +$793K 0.01% 742

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

Benjamin Edwards Inc's POWL Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Powell Industries (POWL) stake by 1% in Q2 2026, selling an estimated $22.8K and leaving 8,193 shares worth $2.35M. The position accounts for 0.02% of the portfolio, ranked #535.

Benjamin Edwards Inc first reported a position in POWL in Q4 2024 and has held it in 7 quarters since. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Benjamin Edwards Inc held 8,193 shares of Powell Industries worth $2.35M as of Q2 2026.
  • Benjamin Edwards Inc sold 84 Powell Industries shares in Q2 2026, an estimated $22.8K.
  • Powell Industries made up 0.02% of Benjamin Edwards Inc's portfolio in Q2 2026, its #535 holding.
  • Benjamin Edwards Inc first reported a position in Powell Industries in Q4 2024 and has held it in 7 quarters since.
  • 580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.