Blue Trust Inc
POWL icon

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
Q3 		$9.8K Sell
53
-127
-71% -$26.1K ﹤0.01% 1716
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

Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Chatham Capital Group
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
CAM
Cypress Asset Management Houston, Texas $506M AUM 36.14% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Blue Trust Inc's POWL Position: Q3 2026 in Review

Blue Trust Inc reduced its Powell Industries (POWL) stake by 71% in Q3 2026, selling an estimated $26.1K and leaving 53 shares worth $9.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1716.

Blue Trust Inc first reported a position in POWL in Q4 2024 and has held it in 8 quarters since. The position peaked at $51.5K in Q2 2026. 50 funds tracked by Wall St. Rank hold POWL as of Q3 2026.

  • Blue Trust Inc held 53 shares of Powell Industries worth $9.8K as of Q3 2026.
  • Blue Trust Inc sold 127 Powell Industries shares in Q3 2026, an estimated $26.1K.
  • Powell Industries made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1716 holding.
  • Blue Trust Inc first reported a position in Powell Industries in Q4 2024 and has held it in 8 quarters since.
  • Blue Trust Inc's Powell Industries position peaked at $51.5K in Q2 2026.
  • 50 funds tracked by Wall St. Rank held Powell Industries as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.