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Blue Trust Inc’s Powell Industries POWL Stock Holding History

Blue Trust 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 		$51.5K Buy
180
+24
+15% +$6.51K ﹤0.01% 1334
2026
Q1 		$28.1K Buy
156
+114
+271% +$18.6K ﹤0.01% 1536
2025
Q4 		$4.46K Hold
42
– – ﹤0.01% 2013
2025
Q3 		$4.27K Hold
42
– – ﹤0.01% 2024
2025
Q2 		$2.95K Sell
42
-6
-13% -$362 ﹤0.01% 2078
2025
Q1 		$2.73K Sell
48
-492
-91% -$34.3K ﹤0.01% 2187
2024
Q4 		$39.9K Buy
+540
New +$48.3K ﹤0.01% 1423

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

Blue Trust Inc's POWL Position: Q2 2026 in Review

Blue Trust Inc increased its Powell Industries (POWL) stake by 15% in Q2 2026, buying an estimated $6.51K and bringing the position to 180 shares worth $51.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1334.

Blue Trust 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.

  • Blue Trust Inc held 180 shares of Powell Industries worth $51.5K as of Q2 2026.
  • Blue Trust Inc bought 24 Powell Industries shares in Q2 2026, an estimated $6.51K.
  • Powell Industries made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1334 holding.
  • Blue Trust 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 Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.