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Empirical Wealth Management’s Powell Industries POWL Stock Holding History

Empirical Wealth Management’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 		$1.13M Buy
3,947
+416
+12% +$113K 0.02% 373
2026
Q1 		$637K Sell
3,531
-2,679
-43% -$438K 0.01% 492
2025
Q4 		$660K Buy
6,210
+2,307
+59% +$259K 0.01% 429
2025
Q3 		$397K Buy
3,903
+450
+13% +$38.2K 0.01% 535
2025
Q2 		$242K Buy
+3,453
New +$208K 0.01% 584

Other funds holding POWL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
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
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
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Empirical Wealth Management's POWL Position: Q2 2026 in Review

Empirical Wealth Management increased its Powell Industries (POWL) stake by 12% in Q2 2026, buying an estimated $113K and bringing the position to 3,947 shares worth $1.13M. The position accounts for 0.02% of the portfolio, ranked #373.

Empirical Wealth Management first reported a position in POWL in Q2 2025 and has held it in 5 quarters since. 423 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Empirical Wealth Management held 3,947 shares of Powell Industries worth $1.13M as of Q2 2026.
  • Empirical Wealth Management bought 416 Powell Industries shares in Q2 2026, an estimated $113K.
  • Powell Industries made up 0.02% of Empirical Wealth Management's portfolio in Q2 2026, its #373 holding.
  • Empirical Wealth Management first reported a position in Powell Industries in Q2 2025 and has held it in 5 quarters since.
  • 423 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.