Corient Private Wealth
POWL icon

Corient Private Wealth’s Powell Industries POWL Stock Holding History

Corient Private Wealth’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 		$959K Sell
3,347
-241
-7% -$65.4K ﹤0.01% 1846
2026
Q1 		$647K Buy
3,588
+1,422
+66% +$232K ﹤0.01% 1892
2025
Q4 		$230K Buy
+2,166
New +$243K ﹤0.01% 2352

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

Corient Private Wealth's POWL Position: Q2 2026 in Review

Corient Private Wealth reduced its Powell Industries (POWL) stake by 6.7% in Q2 2026, selling an estimated $65.4K and leaving 3,347 shares worth $959K. The position accounts for ﹤0.01% of the portfolio, ranked #1846.

Corient Private Wealth first reported a position in POWL in Q4 2025 and has held it in 3 quarters since. 582 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Corient Private Wealth held 3,347 shares of Powell Industries worth $959K as of Q2 2026.
  • Corient Private Wealth sold 241 Powell Industries shares in Q2 2026, an estimated $65.4K.
  • Powell Industries made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1846 holding.
  • Corient Private Wealth first reported a position in Powell Industries in Q4 2025 and has held it in 3 quarters since.
  • 582 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.