WAUI
POWL icon

WELLINGTON-ALTUS USA INC.’s Powell Industries POWL Stock Holding History

WELLINGTON-ALTUS USA INC.’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 		$73.6K Sell
136
-1,088
-89% -$295K 0.05% 252
2026
Q1 		$117K Buy
1,224
+1,074
+716% +$176K 0.07% 221
2025
Q4 		$15.9K Buy
+150
New +$16.8K 0.01% 530

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

WELLINGTON-ALTUS USA INC.'s POWL Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. reduced its Powell Industries (POWL) stake by 89% in Q2 2026, selling an estimated $295K and leaving 136 shares worth $73.6K. The position accounts for 0.05% of the portfolio, ranked #252.

WELLINGTON-ALTUS USA INC. first reported a position in POWL in Q4 2025 and has held it in 3 quarters since. The position peaked at $117K in Q1 2026. 584 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • WELLINGTON-ALTUS USA INC. held 136 shares of Powell Industries worth $73.6K as of Q2 2026.
  • WELLINGTON-ALTUS USA INC. sold 1,088 Powell Industries shares in Q2 2026, an estimated $295K.
  • Powell Industries made up 0.05% of WELLINGTON-ALTUS USA INC.'s portfolio in Q2 2026, its #252 holding.
  • WELLINGTON-ALTUS USA INC. first reported a position in Powell Industries in Q4 2025 and has held it in 3 quarters since.
  • WELLINGTON-ALTUS USA INC.'s Powell Industries position peaked at $117K in Q1 2026.
  • 584 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.