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Coldstream Capital Management’s Powell Industries POWL Stock Holding History

Coldstream Capital Management’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 		$346K Sell
1,207
-818
-40% -$222K ﹤0.01% 908
2026
Q1 		$365K Buy
2,025
+105
+5% +$17.2K ﹤0.01% 854
2025
Q4 		$204K Sell
1,920
-294
-13% -$33K ﹤0.01% 1094
2025
Q3 		$225K Buy
+2,214
New +$188K ﹤0.01% 1083
2025
Q2 		– Sell
-999
Closed -$56.7K – 2751
2025
Q1 		$56.7K Buy
+999
New +$69.6K ﹤0.01% 1645

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

Coldstream Capital Management's POWL Position: Q2 2026 in Review

Coldstream Capital Management reduced its Powell Industries (POWL) stake by 40% in Q2 2026, selling an estimated $222K and leaving 1,207 shares worth $346K. The position accounts for ﹤0.01% of the portfolio, ranked #908.

Coldstream Capital Management first reported a position in POWL in Q1 2025 and has held it in 5 quarters since. The position peaked at $365K in Q1 2026. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Coldstream Capital Management held 1,207 shares of Powell Industries worth $346K as of Q2 2026.
  • Coldstream Capital Management sold 818 Powell Industries shares in Q2 2026, an estimated $222K.
  • Powell Industries made up ﹤0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #908 holding.
  • Coldstream Capital Management first reported a position in Powell Industries in Q1 2025 and has held it in 5 quarters since.
  • Coldstream Capital Management's Powell Industries position peaked at $365K in Q1 2026.
  • 580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.