CAPTRUST Financial Advisors
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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
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% -$9.77K ﹤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% 3574
2022
Q1 		$10K Buy
1,470
+153
+12% +$1.25K ﹤0.01% 3810
2021
Q4 		$13K Buy
1,317
+222
+20% +$1.99K ﹤0.01% 3568
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

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

CAPTRUST Financial Advisors's POWL Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its Powell Industries (POWL) stake by 8.9% in Q2 2026, selling an estimated $77.3K and leaving 2,922 shares worth $837K. The position accounts for ﹤0.01% of the portfolio, ranked #1843.

CAPTRUST Financial Advisors first reported a position in POWL in Q3 2020 and has held it in 13 quarters since. 581 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • CAPTRUST Financial Advisors held 2,922 shares of Powell Industries worth $837K as of Q2 2026.
  • CAPTRUST Financial Advisors sold 285 Powell Industries shares in Q2 2026, an estimated $77.3K.
  • Powell Industries made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1843 holding.
  • CAPTRUST Financial Advisors first reported a position in Powell Industries in Q3 2020 and has held it in 13 quarters since.
  • 581 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.