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Custom Index Systems’s Powell Industries POWL Stock Holding History

Custom Index Systems’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 		$62.7K Buy
+219
New +$59.4K 0.02% 368
2025
Q2 		– Sell
-9,480
Closed -$538K – 282
2025
Q1 		$538K Buy
+9,480
New +$661K 0.27% 103

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

Custom Index Systems's POWL Position: Q2 2026 in Review

Custom Index Systems opened a new position in Powell Industries (POWL) in Q2 2026: 219 shares worth $62.7K. The stake represents 0.02% of the portfolio and ranks #368 among its holdings. This is a return to the name: Custom Index Systems previously reported a position in POWL as recently as Q1 2025.

Custom Index Systems first reported a position in POWL in Q1 2025 and has held it in 2 quarters since. The position peaked at $538K in Q1 2025. 581 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Custom Index Systems held 219 shares of Powell Industries worth $62.7K as of Q2 2026.
  • Powell Industries was a new Custom Index Systems position in Q2 2026.
  • Powell Industries made up 0.02% of Custom Index Systems's portfolio in Q2 2026, its #368 holding.
  • Custom Index Systems first reported a position in Powell Industries in Q1 2025 and has held it in 2 quarters since.
  • Custom Index Systems's Powell Industries position peaked at $538K in Q1 2025.
  • 581 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.