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EP Wealth Advisors’s Powell Industries POWL Stock Holding History

EP Wealth 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 		$1.22M Buy
4,245
+996
+31% +$270K ﹤0.01% 700
2026
Q1 		$586K Buy
+3,249
New +$531K ﹤0.01% 838

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

EP Wealth Advisors's POWL Position: Q2 2026 in Review

EP Wealth Advisors increased its Powell Industries (POWL) stake by 31% in Q2 2026, buying an estimated $270K and bringing the position to 4,245 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #700.

EP Wealth Advisors first reported a position in POWL in Q1 2026 and has held it in 2 quarters since. 581 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • EP Wealth Advisors held 4,245 shares of Powell Industries worth $1.22M as of Q2 2026.
  • EP Wealth Advisors bought 996 Powell Industries shares in Q2 2026, an estimated $270K.
  • Powell Industries made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #700 holding.
  • EP Wealth Advisors first reported a position in Powell Industries in Q1 2026 and has held it in 2 quarters since.
  • 581 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.