Harbor Investment Advisory’s Powell Industries POWL Stock Holding History

Harbor Investment Advisory’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	$21.5K	Hold	75	–	–	﹤0.01%	932
2026 Q1	$13.5K	Sell	75 -30	-29%	-$4.9K	﹤0.01%	853
2025 Q4	$11.2K	Hold	105	–	–	﹤0.01%	917
2025 Q3	$10.7K	Sell	105 -111	-51%	-$9.41K	﹤0.01%	897
2025 Q2	$15.2K	Hold	216	–	–	﹤0.01%	821
2025 Q1	$12.3K	Hold	216	–	–	﹤0.01%	828
2024 Q4	$16K	Sell	216 -69	-24%	-$6.17K	﹤0.01%	788
2024 Q3	$21.1K	Sell	285 -90	-24%	-$4.9K	﹤0.01%	737
2024 Q2	$17.9K	Hold	375	–	–	﹤0.01%	758
2024 Q1	$17.8K	Hold	375	–	–	﹤0.01%	754
2023 Q4	$11.1K	Hold	375	–	–	﹤0.01%	819
2023 Q3	$10.4K	Hold	375	–	–	﹤0.01%	809
2023 Q2	$7.57K	Hold	375	–	–	﹤0.01%	1066
2023 Q1	$5.32K	Hold	375	–	–	﹤0.01%	1122
2022 Q4	$4.4K	Hold	375	–	–	﹤0.01%	1125
2022 Q3	$3K	Hold	375	–	–	﹤0.01%	1205
2022 Q2	$3K	Hold	375	–	–	﹤0.01%	1213
2022 Q1	$2K	Hold	375	–	–	﹤0.01%	1261
2021 Q4	$4K	Hold	375	–	–	﹤0.01%	1176
2021 Q3	$3K	Hold	375	–	–	﹤0.01%	1204
2021 Q2	$4K	Hold	375	–	–	﹤0.01%	1120
2021 Q1	$4K	Hold	375	–	–	﹤0.01%	1100
2020 Q4	$4K	Hold	375	–	–	﹤0.01%	1042
2020 Q3	$3K	Hold	375	–	–	﹤0.01%	990
2020 Q2	$3K	Hold	375	–	–	﹤0.01%	941
2020 Q1	$3K	Hold	375	–	–	﹤0.01%	909
2019 Q4	$6K	Buy	+375	New	+$5.26K	﹤0.01%	697

Other funds holding POWL

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

GCM

GKV Capital Management Walnut Creek, California $310M AUM 51.56% 1-Year Est. Return

RWM

Rockline Wealth Management Plainview, New York $522M AUM 39.64% 1-Year Est. Return

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

LCM

Liberty Capital Management Birmingham, Michigan $582M AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Harbor Investment Advisory's POWL Position: Q2 2026 in Review

Harbor Investment Advisory held its Powell Industries (POWL) position steady in Q2 2026 at 75 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #932.

Harbor Investment Advisory first reported a position in POWL in Q4 2019 and has held it in 27 quarters since. 130 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

Harbor Investment Advisory held 75 shares of Powell Industries worth $21.5K as of Q2 2026.
Harbor Investment Advisory left its Powell Industries share count unchanged in Q2 2026.
Powell Industries made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #932 holding.
Harbor Investment Advisory first reported a position in Powell Industries in Q4 2019 and has held it in 27 quarters since.
130 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.