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Hel Ved Capital Management’s Powell Industries POWL Stock Holding History

Hel Ved Capital Management’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 		$3.06M Buy
+10,680
New +$2.9M 0.23% 57
2025
Q4 		– Sell
-12,600
Closed -$1.28M – 79
2025
Q3 		$1.28M Buy
+12,600
New +$1.07M 0.27% 57
2024
Q3 		– Sell
-157,521
Closed -$7.53M – 67
2024
Q2 		$7.53M Buy
157,521
+74,580
+90% +$3.89M 2.05% 16
2024
Q1 		$3.93M Buy
+82,941
New +$3.55M 0.97% 28

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

Hel Ved Capital Management's POWL Position: Q2 2026 in Review

Hel Ved Capital Management opened a new position in Powell Industries (POWL) in Q2 2026: 10,680 shares worth $3.06M. The stake represents 0.23% of the portfolio and ranks #57 among its holdings. This is a return to the name: Hel Ved Capital Management previously reported a position in POWL as recently as Q3 2025.

Hel Ved Capital Management first reported a position in POWL in Q1 2024 and has held it in 4 quarters since. The position peaked at $7.53M in Q2 2024. 581 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Hel Ved Capital Management held 10,680 shares of Powell Industries worth $3.06M as of Q2 2026.
  • Powell Industries was a new Hel Ved Capital Management position in Q2 2026.
  • Powell Industries made up 0.23% of Hel Ved Capital Management's portfolio in Q2 2026, its #57 holding.
  • Hel Ved Capital Management first reported a position in Powell Industries in Q1 2024 and has held it in 4 quarters since.
  • Hel Ved Capital Management's Powell Industries position peaked at $7.53M in Q2 2024.
  • 581 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Hel Ved Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.