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Concentric Capital Strategies’s Powell Industries POWL Stock Holding History

Concentric Capital Strategies’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 		$352K Sell
1,229
-1
-0.1% -$271 0.02% 295
2026
Q1 		$222K Buy
+1,230
New +$201K 0.02% 300
2025
Q4 		– Sell
-24,696
Closed -$2.51M – 364
2025
Q3 		$2.51M Buy
+24,696
New +$2.09M 0.11% 159

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

Concentric Capital Strategies's POWL Position: Q2 2026 in Review

Concentric Capital Strategies reduced its Powell Industries (POWL) stake by 0.08% in Q2 2026, selling an estimated $271 and leaving 1,229 shares worth $352K. The position accounts for 0.02% of the portfolio, ranked #295.

Concentric Capital Strategies first reported a position in POWL in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.51M in Q3 2025. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Concentric Capital Strategies held 1,229 shares of Powell Industries worth $352K as of Q2 2026.
  • Concentric Capital Strategies sold 1 Powell Industries share in Q2 2026, an estimated $271.
  • Powell Industries made up 0.02% of Concentric Capital Strategies's portfolio in Q2 2026, its #295 holding.
  • Concentric Capital Strategies first reported a position in Powell Industries in Q3 2025 and has held it in 3 quarters since.
  • Concentric Capital Strategies's Powell Industries position peaked at $2.51M in Q3 2025.
  • 580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

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