Cerity Partners
POWL icon

Cerity Partners’s Powell Industries POWL Stock Holding History

Cerity Partners’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 		$6.12M Sell
21,370
-51,641
-71% -$14M 0.01% 1003
2026
Q1 		$13.2M Sell
73,011
-38,871
-35% -$6.35M 0.02% 583
2025
Q4 		$11.9M Sell
111,882
-9,633
-8% -$1.08M 0.02% 577
2025
Q3 		$12.3M Sell
121,515
-42,939
-26% -$3.64M 0.02% 500
2025
Q2 		$11.5M Buy
164,454
+14,754
+10% +$890K 0.02% 489
2025
Q1 		$8.5M Buy
149,700
+33,447
+29% +$2.33M 0.02% 545
2024
Q4 		$8.59M Buy
116,253
+111,810
+2,517% +$10M 0.02% 537
2024
Q3 		$329K Buy
+4,443
New +$242K ﹤0.01% 1997
2024
Q2 		– Sell
-241,101
Closed -$11.4M – 2369
2024
Q1 		$11.4M Buy
+241,101
New +$10.3M 0.03% 425

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 $3.38T AUM 44.17% 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

Cerity Partners's POWL Position: Q2 2026 in Review

Cerity Partners reduced its Powell Industries (POWL) stake by 71% in Q2 2026, selling an estimated $14M and leaving 21,370 shares worth $6.12M. The position accounts for 0.01% of the portfolio, ranked #1003.

Cerity Partners first reported a position in POWL in Q1 2024 and has held it in 9 quarters since. The position peaked at $13.2M in Q1 2026. 584 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Cerity Partners held 21,370 shares of Powell Industries worth $6.12M as of Q2 2026.
  • Cerity Partners sold 51,641 Powell Industries shares in Q2 2026, an estimated $14M.
  • Powell Industries made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #1003 holding.
  • Cerity Partners first reported a position in Powell Industries in Q1 2024 and has held it in 9 quarters since.
  • Cerity Partners's Powell Industries position peaked at $13.2M in Q1 2026.
  • 584 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.