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Global Retirement Partners’s Powell Industries POWL Stock Holding History

Global Retirement Partners’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 		$275K Buy
+959
New +$260K ﹤0.01% 1385
2025
Q4 		$80.7K Buy
759
+186
+32% +$20.9K ﹤0.01% 2043
2025
Q3 		$58.2K Sell
573
-3
-0.5% -$254 ﹤0.01% 1812
2025
Q2 		$40.4K Buy
+576
New +$34.8K ﹤0.01% 1895
2024
Q4 		$22.2K Buy
+300
New +$26.8K ﹤0.01% 2035

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

Global Retirement Partners's POWL Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Powell Industries (POWL) in Q2 2026: 959 shares worth $275K. The stake represents ﹤0.01% of the portfolio and ranks #1385 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in POWL as recently as Q4 2025.

Global Retirement Partners first reported a position in POWL in Q4 2024 and has held it in 5 quarters since. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Global Retirement Partners held 959 shares of Powell Industries worth $275K as of Q2 2026.
  • Powell Industries was a new Global Retirement Partners position in Q2 2026.
  • Powell Industries made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1385 holding.
  • Global Retirement Partners first reported a position in Powell Industries in Q4 2024 and has held it in 5 quarters since.
  • 580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.