Great Valley Advisor Group
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Great Valley Advisor Group’s Powell Industries POWL Stock Holding History

Great Valley Advisor Group’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 		$9.45M Sell
33,000
-42
-0.1% -$11.4K 0.15% 146
2026
Q1 		$5.96M Sell
33,042
-237
-0.7% -$38.7K 0.11% 173
2025
Q4 		$3.54M Buy
33,279
+240
+0.7% +$26.9K 0.07% 244
2025
Q3 		$3.36M Sell
33,039
-1,113
-3% -$94.4K 0.07% 240
2025
Q2 		$2.4M Sell
34,152
-6,765
-17% -$408K 0.05% 287
2025
Q1 		$2.32M Buy
40,917
+11,769
+40% +$820K 0.05% 283
2024
Q4 		$2.15M Sell
29,148
-3,693
-11% -$330K 0.05% 305
2024
Q3 		$2.43M Buy
32,841
+8,481
+35% +$462K 0.06% 284
2024
Q2 		$1.16M Buy
24,360
+15,381
+171% +$802K 0.03% 361
2024
Q1 		$426K Buy
+8,979
New +$384K 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 $3.38T AUM 44.17% 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

Great Valley Advisor Group's POWL Position: Q2 2026 in Review

Great Valley Advisor Group reduced its Powell Industries (POWL) stake by 0.13% in Q2 2026, selling an estimated $11.4K and leaving 33,000 shares worth $9.45M. The position accounts for 0.15% of the portfolio, ranked #146.

Great Valley Advisor Group first reported a position in POWL in Q1 2024 and has held it in 10 quarters since. 584 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Great Valley Advisor Group held 33,000 shares of Powell Industries worth $9.45M as of Q2 2026.
  • Great Valley Advisor Group sold 42 Powell Industries shares in Q2 2026, an estimated $11.4K.
  • Powell Industries made up 0.15% of Great Valley Advisor Group's portfolio in Q2 2026, its #146 holding.
  • Great Valley Advisor Group first reported a position in Powell Industries in Q1 2024 and has held it in 10 quarters since.
  • 584 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.