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Eaton Financial Holdings’s Powell Industries POWL Stock Holding History

Eaton Financial Holdings’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 		$4.21M Sell
14,689
-6,305
-30% -$1.71M 1.16% 24
2026
Q1 		$3.79M Sell
20,994
-816
-4% -$133K 1.24% 21
2025
Q4 		$2.32M Buy
21,810
+639
+3% +$71.8K 0.62% 41
2025
Q3 		$2.15M Buy
21,171
+11,847
+127% +$1M 0.61% 38
2025
Q2 		$654K Buy
+9,324
New +$563K 0.2% 71

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

Eaton Financial Holdings's POWL Position: Q2 2026 in Review

Eaton Financial Holdings reduced its Powell Industries (POWL) stake by 30% in Q2 2026, selling an estimated $1.71M and leaving 14,689 shares worth $4.21M. The position accounts for 1.16% of the portfolio, ranked #24.

Eaton Financial Holdings 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.

  • Eaton Financial Holdings held 14,689 shares of Powell Industries worth $4.21M as of Q2 2026.
  • Eaton Financial Holdings sold 6,305 Powell Industries shares in Q2 2026, an estimated $1.71M.
  • Powell Industries made up 1.16% of Eaton Financial Holdings's portfolio in Q2 2026, its #24 holding.
  • Eaton Financial Holdings 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 Eaton Financial Holdings's 13F filing for Q2 2026, filed 5 Aug 2026.