Commonwealth Equity Services
POWL icon

Commonwealth Equity Services’s Powell Industries POWL Stock Holding History

Commonwealth Equity Services’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 		$18.3M Buy
63,816
+1,698
+3% +$461K 0.02% 633
2026
Q1 		$11.2M Buy
62,118
+3,237
+5% +$529K 0.02% 828
2025
Q4 		$6.26M Buy
58,881
+2,355
+4% +$264K 0.01% 1169
2025
Q3 		$5.74M Buy
56,526
+3,636
+7% +$308K 0.01% 1247
2025
Q2 		$3.71M Sell
52,890
-2,226
-4% -$134K ﹤0.01% 1539
2025
Q1 		$3.13M Sell
55,116
-19,089
-26% -$1.33M ﹤0.01% 1601
2024
Q4 		$5.48M Buy
74,205
+16,209
+28% +$1.45M 0.01% 1178
2024
Q3 		$4.29M Buy
57,996
+8,532
+17% +$464K 0.01% 1319
2024
Q2 		$2.36M Buy
49,464
+15,147
+44% +$790K ﹤0.01% 1680
2024
Q1 		$1.63M Buy
+34,317
New +$1.47M ﹤0.01% 1910
2017
Q1 		– Sell
-16,101
Closed -$209K – 2461
2016
Q4 		$209K Buy
16,101
+99
+0.6% +$1.31K ﹤0.01% 2025
2016
Q3 		$214K Sell
16,002
-4,368
-21% -$55.7K ﹤0.01% 1942
2016
Q2 		$267K Sell
20,370
-645
-3% -$7.24K ﹤0.01% 1748
2016
Q1 		$209K Buy
+21,015
New +$186K ﹤0.01% 1884
2015
Q1 		– Sell
-12,432
Closed -$203K – 2213
2014
Q4 		$203K Buy
+12,432
New +$185K ﹤0.01% 1841
2014
Q2 		– Sell
-11,580
Closed -$250K – 2084
2014
Q1 		$250K Buy
11,580
+42
+0.4% +$906 ﹤0.01% 1601
2013
Q4 		$258K Buy
+11,538
New +$249K ﹤0.01% 1547

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

Commonwealth Equity Services's POWL Position: Q2 2026 in Review

Commonwealth Equity Services increased its Powell Industries (POWL) stake by 2.7% in Q2 2026, buying an estimated $461K and bringing the position to 63,816 shares worth $18.3M. The position accounts for 0.02% of the portfolio, ranked #633.

Commonwealth Equity Services first reported a position in POWL in Q4 2013 and has held it in 17 quarters since. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Commonwealth Equity Services held 63,816 shares of Powell Industries worth $18.3M as of Q2 2026.
  • Commonwealth Equity Services bought 1,698 Powell Industries shares in Q2 2026, an estimated $461K.
  • Powell Industries made up 0.02% of Commonwealth Equity Services's portfolio in Q2 2026, its #633 holding.
  • Commonwealth Equity Services first reported a position in Powell Industries in Q4 2013 and has held it in 17 quarters since.
  • 580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.