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Colonial Trust’s Powell Industries POWL Stock Holding History

Colonial Trust’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 		$3.2K Sell
11
-52
-83% -$14.1K ﹤0.01% 963
2026
Q1 		$3.49K Buy
63
+30
+91% +$4.9K ﹤0.01% 928
2025
Q4 		$3.6K Sell
33
-9
-21% -$1.01K ﹤0.01% 915
2025
Q3 		$4.16K Sell
42
-3
-7% -$254 ﹤0.01% 867
2025
Q2 		$3.21K Buy
+45
New +$2.71K ﹤0.01% 911

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

Colonial Trust's POWL Position: Q2 2026 in Review

Colonial Trust reduced its Powell Industries (POWL) stake by 83% in Q2 2026, selling an estimated $14.1K and leaving 11 shares worth $3.2K. The position accounts for ﹤0.01% of the portfolio, ranked #963.

Colonial Trust first reported a position in POWL in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.16K in Q3 2025. 581 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Colonial Trust held 11 shares of Powell Industries worth $3.2K as of Q2 2026.
  • Colonial Trust sold 52 Powell Industries shares in Q2 2026, an estimated $14.1K.
  • Powell Industries made up ﹤0.01% of Colonial Trust's portfolio in Q2 2026, its #963 holding.
  • Colonial Trust first reported a position in Powell Industries in Q2 2025 and has held it in 5 quarters since.
  • Colonial Trust's Powell Industries position peaked at $4.16K in Q3 2025.
  • 581 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.