Dana Investment Advisors’s Powell Industries POWL Stock Holding History

Dana Investment Advisors’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	$2.15M	Sell	7,523 -5,230	-41%	-$1.42M	0.06%	324
2026 Q1	$2.26M	Sell	12,753 -6,444	-34%	-$1.05M	0.07%	286
2025 Q4	$2.04M	Sell	19,197 -5,055	-21%	-$568K	0.06%	292
2025 Q3	$2.46M	Buy	24,252 +393	+2%	+$33.3K	0.07%	263
2025 Q2	$1.67M	Sell	23,859 -1,398	-6%	-$84.3K	0.06%	315
2025 Q1	$1.43M	Buy	25,257 +1,371	+6%	+$95.6K	0.05%	326
2024 Q4	$1.76M	Sell	23,886 -9,147	-28%	-$818K	0.06%	311
2024 Q3	$2.44M	Buy	33,033 +2,481	+8%	+$135K	0.08%	262
2024 Q2	$1.46M	Buy	+30,552	New	+$1.59M	0.05%	334

Other funds holding POWL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dana Investment Advisors's POWL Position: Q2 2026 in Review

Dana Investment Advisors reduced its Powell Industries (POWL) stake by 41% in Q2 2026, selling an estimated $1.42M and leaving 7,523 shares worth $2.15M. The position accounts for 0.06% of the portfolio, ranked #324.

Dana Investment Advisors first reported a position in POWL in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.46M in Q3 2025. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

Dana Investment Advisors held 7,523 shares of Powell Industries worth $2.15M as of Q2 2026.
Dana Investment Advisors sold 5,230 Powell Industries shares in Q2 2026, an estimated $1.42M.
Powell Industries made up 0.06% of Dana Investment Advisors's portfolio in Q2 2026, its #324 holding.
Dana Investment Advisors first reported a position in Powell Industries in Q2 2024 and has held it in 9 quarters since.
Dana Investment Advisors's Powell Industries position peaked at $2.46M in Q3 2025.
580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.