Caprock Group’s Powell Industries POWL Stock Holding History

Caprock 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	$299K	Sell	1,045 -236	-18%	-$64K	0.01%	1037
2026 Q1	$231K	Buy	+1,281	New	+$209K	0.01%	1006

Other funds holding POWL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Caprock Group's POWL Position: Q2 2026 in Review

Caprock Group reduced its Powell Industries (POWL) stake by 18% in Q2 2026, selling an estimated $64K and leaving 1,045 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #1037.

Caprock Group first reported a position in POWL in Q1 2026 and has held it in 2 quarters since. 581 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

Caprock Group held 1,045 shares of Powell Industries worth $299K as of Q2 2026.
Caprock Group sold 236 Powell Industries shares in Q2 2026, an estimated $64K.
Powell Industries made up 0.01% of Caprock Group's portfolio in Q2 2026, its #1037 holding.
Caprock Group first reported a position in Powell Industries in Q1 2026 and has held it in 2 quarters since.
581 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.