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Choreo LLC’s Powell Industries POWL Stock Holding History

Choreo LLC’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 		$1.13M Sell
3,006
-1,821
-38% -$494K 0.01% 596
2026
Q1 		$871K Buy
4,827
+57
+1% +$9.32K 0.01% 676
2025
Q4 		$521K Buy
4,770
+483
+11% +$54.2K 0.01% 903
2025
Q3 		$435K Buy
4,287
+267
+7% +$22.6K 0.01% 992
2025
Q2 		$282K Buy
4,020
+168
+4% +$10.1K ﹤0.01% 1221
2025
Q1 		$219K Sell
3,852
-15
-0.4% -$1.05K ﹤0.01% 1270
2024
Q4 		$293K Sell
3,867
-30
-0.8% -$2.68K ﹤0.01% 1203
2024
Q3 		$297K Buy
+3,897
New +$212K ﹤0.01% 1211

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

Choreo LLC's POWL Position: Q2 2026 in Review

Choreo LLC reduced its Powell Industries (POWL) stake by 38% in Q2 2026, selling an estimated $494K and leaving 3,006 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #596.

Choreo LLC first reported a position in POWL in Q3 2024 and has held it in 8 quarters since. 581 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Choreo LLC held 3,006 shares of Powell Industries worth $1.13M as of Q2 2026.
  • Choreo LLC sold 1,821 Powell Industries shares in Q2 2026, an estimated $494K.
  • Powell Industries made up 0.01% of Choreo LLC's portfolio in Q2 2026, its #596 holding.
  • Choreo LLC first reported a position in Powell Industries in Q3 2024 and has held it in 8 quarters since.
  • 581 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.