CAPTRUST Financial Advisors
POWL icon

CAPTRUST Financial Advisors’s Powell Industries POWL Stock Holding History

CAPTRUST Financial 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
Q3 		$475K Sell
2,573
-349
-12% -$71.6K ﹤0.01% 2268
2026
Q2 		$837K Sell
2,922
-285
-9% -$77.3K ﹤0.01% 1843
2026
Q1 		$578K Sell
3,207
-294
-8% -$48K ﹤0.01% 1938
2025
Q4 		$372K Sell
3,501
-87
-2% -$9.8K ﹤0.01% 2083
2025
Q3 		$365K Buy
3,588
+561
+19% +$47.6K ﹤0.01% 2032
2025
Q2 		$212K Buy
+3,027
New +$183K ﹤0.01% 2265
2022
Q3 		– Sell
-1,818
Closed -$14K – 3510
2022
Q2 		$14K Buy
1,818
+348
+24% +$2.72K ﹤0.01% 3573
2022
Q1 		$10K Buy
1,470
+153
+12% +$1.25K ﹤0.01% 3809
2021
Q4 		$13K Buy
1,317
+222
+20% +$1.99K ﹤0.01% 3567
2021
Q3 		$9K Buy
1,095
+375
+52% +$3.37K ﹤0.01% 3683
2021
Q2 		$7K Hold
720
– – ﹤0.01% 3715
2021
Q1 		$8K Buy
720
+705
+4,700% +$7.42K ﹤0.01% 3551
2020
Q4 		$0 Hold
15
– – ﹤0.01% 3483
2020
Q3 		$0 Buy
+15
New +$133 ﹤0.01% 3185

Other funds holding POWL

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
TCW Group
TCW Group Los Angeles, California $13B AUM 38.16% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

CAPTRUST Financial Advisors's POWL Position: Q3 2026 in Review

CAPTRUST Financial Advisors reduced its Powell Industries (POWL) stake by 12% in Q3 2026, selling an estimated $71.6K and leaving 2,573 shares worth $475K. The position accounts for ﹤0.01% of the portfolio, ranked #2268.

CAPTRUST Financial Advisors first reported a position in POWL in Q3 2020 and has held it in 14 quarters since. The position peaked at $837K in Q2 2026. 342 funds tracked by Wall St. Rank hold POWL as of Q3 2026.

  • CAPTRUST Financial Advisors held 2,573 shares of Powell Industries worth $475K as of Q3 2026.
  • CAPTRUST Financial Advisors sold 349 Powell Industries shares in Q3 2026, an estimated $71.6K.
  • Powell Industries made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q3 2026, its #2268 holding.
  • CAPTRUST Financial Advisors first reported a position in Powell Industries in Q3 2020 and has held it in 14 quarters since.
  • CAPTRUST Financial Advisors's Powell Industries position peaked at $837K in Q2 2026.
  • 342 funds tracked by Wall St. Rank held Powell Industries as of Q3 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.