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Congress Asset Management’s Powell Industries POWL Stock Holding History

Congress Asset 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 		$12.2M Buy
42,456
+429
+1% +$116K 0.07% 202
2026
Q1 		$7.58M Buy
42,027
+5,709
+16% +$933K 0.05% 227
2025
Q4 		$3.86M Buy
36,318
+1,047
+3% +$118K 0.03% 247
2025
Q3 		$3.58M Buy
35,271
+300
+0.9% +$25.4K 0.02% 249
2025
Q2 		$2.45M Buy
+34,971
New +$2.11M 0.02% 270

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

Congress Asset Management's POWL Position: Q2 2026 in Review

Congress Asset Management increased its Powell Industries (POWL) stake by 1% in Q2 2026, buying an estimated $116K and bringing the position to 42,456 shares worth $12.2M. The position accounts for 0.07% of the portfolio, ranked #202.

Congress Asset Management first reported a position in POWL in Q2 2025 and has held it in 5 quarters since. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Congress Asset Management held 42,456 shares of Powell Industries worth $12.2M as of Q2 2026.
  • Congress Asset Management bought 429 Powell Industries shares in Q2 2026, an estimated $116K.
  • Powell Industries made up 0.07% of Congress Asset Management's portfolio in Q2 2026, its #202 holding.
  • Congress Asset Management first reported a position in Powell Industries in Q2 2025 and has held it in 5 quarters since.
  • 580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.