Covestor
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Covestor’s Powell Industries POWL Stock Holding History

Covestor’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
Q3 		$12K Sell
65
-302
-82% -$62K 0.01% 1350
2026
Q2 		$105K Sell
367
-461
-56% -$125K 0.06% 330
2026
Q1 		$150K Sell
828
-1,278
-61% -$209K 0.1% 152
2025
Q4 		$224K Buy
2,106
+2,019
+2,321% +$227K 0.12% 180
2025
Q3 		$9K Sell
87
-600
-87% -$50.9K 0.01% 1681
2025
Q2 		$48K Buy
687
+78
+13% +$4.71K 0.03% 903
2025
Q1 		$35K Sell
609
-105
-15% -$7.32K 0.02% 977
2024
Q4 		$52K Buy
714
+27
+4% +$2.41K 0.03% 841
2024
Q3 		$51K Buy
687
+123
+22% +$6.7K 0.03% 870
2024
Q2 		$27K Sell
564
-15
-3% -$782 0.02% 1087
2024
Q1 		$28K Sell
579
-501
-46% -$21.4K 0.02% 1095
2023
Q4 		$31K Sell
1,080
-1,308
-55% -$36.4K 0.02% 1044
2023
Q3 		$66K Buy
2,388
+1,308
+121% +$32.4K 0.05% 641
2023
Q2 		$22K Buy
1,080
+807
+296% +$14K 0.02% 1101
2023
Q1 		$4K Buy
273
+258
+1,720% +$3.57K ﹤0.01% 1621
2022
Q4 		$0 Sell
15
-15
-50% -$137 ﹤0.01% 2472
2022
Q3 		$0 Buy
+30
New +$241 ﹤0.01% 2440

Other funds holding POWL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Covestor's POWL Position: Q3 2026 in Review

Covestor reduced its Powell Industries (POWL) stake by 82% in Q3 2026, selling an estimated $62K and leaving 65 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #1350.

Covestor first reported a position in POWL in Q3 2022 and has held it in 17 quarters since. The position peaked at $224K in Q4 2025. 420 funds tracked by Wall St. Rank hold POWL as of Q3 2026.

  • Covestor held 65 shares of Powell Industries worth $12K as of Q3 2026.
  • Covestor sold 302 Powell Industries shares in Q3 2026, an estimated $62K.
  • Powell Industries made up 0.01% of Covestor's portfolio in Q3 2026, its #1350 holding.
  • Covestor first reported a position in Powell Industries in Q3 2022 and has held it in 17 quarters since.
  • Covestor's Powell Industries position peaked at $224K in Q4 2025.
  • 420 funds tracked by Wall St. Rank held Powell Industries as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.