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POWL icon

FORA Capital’s Powell Industries POWL Stock Holding History

FORA Capital’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 		$6.93M Buy
24,206
+7,259
+43% +$1.97M 0.48% 74
2026
Q1 		$3.06M Buy
16,947
+14,067
+488% +$2.3M 0.22% 123
2025
Q4 		$306K Buy
+2,880
New +$323K 0.04% 361
2024
Q2 		– Sell
-21,084
Closed -$1M – 516
2024
Q1 		$1M Buy
+21,084
New +$902K 0.08% 237

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

FORA Capital's POWL Position: Q2 2026 in Review

FORA Capital increased its Powell Industries (POWL) stake by 43% in Q2 2026, buying an estimated $1.97M and bringing the position to 24,206 shares worth $6.93M. The position accounts for 0.48% of the portfolio, ranked #74.

FORA Capital first reported a position in POWL in Q1 2024 and has held it in 4 quarters since. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • FORA Capital held 24,206 shares of Powell Industries worth $6.93M as of Q2 2026.
  • FORA Capital bought 7,259 Powell Industries shares in Q2 2026, an estimated $1.97M.
  • Powell Industries made up 0.48% of FORA Capital's portfolio in Q2 2026, its #74 holding.
  • FORA Capital first reported a position in Powell Industries in Q1 2024 and has held it in 4 quarters since.
  • 580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on FORA Capital's 13F filing for Q2 2026, filed 13 Aug 2026.