Havemeyer Place’s Powell Industries POWL Stock Holding History

Havemeyer Place’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	-2,961	Closed	-$534K	–	649
2026 Q1	$534K	Sell	2,961 -1,599	-35%	-$261K	0.06%	394
2025 Q4	$485K	Buy	+4,560	New	+$512K	0.1%	327

Other funds holding POWL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Havemeyer Place's POWL Position: Q2 2026 in Review

Havemeyer Place sold out of Powell Industries (POWL) in Q2 2026, closing a stake of 2,961 shares — an estimated $534K sold.

Havemeyer Place first reported a position in POWL in Q4 2025 and held it in 2 quarters. The position peaked at $534K in Q1 2026. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

Havemeyer Place reported no remaining Powell Industries position as of Q2 2026 after selling out during the quarter.
Havemeyer Place sold 2,961 Powell Industries shares in Q2 2026, an estimated $534K.
Havemeyer Place first reported a position in Powell Industries in Q4 2025 and held it in 2 quarters.
Havemeyer Place's Powell Industries position peaked at $534K in Q1 2026.
580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Havemeyer Place's 13F filing for Q2 2026, filed 13 Aug 2026.