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Globeflex Capital’s Powell Industries POWL Stock Holding History

Globeflex 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 		– Sell
-747
Closed -$135K – 440
2026
Q1 		$135K Buy
+747
New +$122K 0.02% 342
2025
Q4 		– Sell
-48,990
Closed -$4.98M – 445
2025
Q3 		$4.98M Sell
48,990
-48,603
-50% -$4.12M 0.77% 42
2025
Q2 		$6.85M Sell
97,593
-9,939
-9% -$600K 0.57% 39
2025
Q1 		$6.11M Sell
107,532
-3,600
-3% -$251K 0.56% 41
2024
Q4 		$8.21M Sell
111,132
-67,854
-38% -$6.07M 0.7% 35
2024
Q3 		$13.2M Buy
178,986
+1,035
+0.6% +$56.3K 1.27% 16
2024
Q2 		$8.51M Sell
177,951
-25,599
-13% -$1.34M 0.89% 26
2024
Q1 		$9.66M Sell
203,550
-72,288
-26% -$3.09M 0.94% 25
2023
Q4 		$8.13M Sell
275,838
-10,776
-4% -$300K 0.83% 29
2023
Q3 		$7.92M Buy
286,614
+11,541
+4% +$286K 0.93% 22
2023
Q2 		$5.56M Buy
275,073
+238,224
+646% +$4.13M 0.62% 38
2023
Q1 		$523K Buy
+36,849
New +$510K 0.06% 249
2017
Q1 		– Sell
-28,932
Closed -$376K – 516
2016
Q4 		$376K Hold
28,932
– – 0.09% 293
2016
Q3 		$386K Hold
28,932
– – 0.1% 278
2016
Q2 		$379K Buy
+28,932
New +$325K 0.1% 268

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

Globeflex Capital's POWL Position: Q2 2026 in Review

Globeflex Capital sold out of Powell Industries (POWL) in Q2 2026, closing a stake of 747 shares — an estimated $135K sold.

Globeflex Capital first reported a position in POWL in Q2 2016 and held it in 15 quarters. The position peaked at $13.2M in Q3 2024. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Globeflex Capital reported no remaining Powell Industries position as of Q2 2026 after selling out during the quarter.
  • Globeflex Capital sold 747 Powell Industries shares in Q2 2026, an estimated $135K.
  • Globeflex Capital first reported a position in Powell Industries in Q2 2016 and held it in 15 quarters.
  • Globeflex Capital's Powell Industries position peaked at $13.2M in Q3 2024.
  • 580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Globeflex Capital's 13F filing for Q2 2026, filed 12 Aug 2026.