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Herald Investment Management’s Powell Industries POWL Stock Holding History

Herald Investment 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 		$4.29M Hold
15,000
– – 0.58% 57
2026
Q1 		$2.7M Sell
15,000
-15,000
-50% -$2.45M 0.38% 67
2025
Q4 		$3.19M Buy
+30,000
New +$3.37M 0.42% 68

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

Herald Investment Management's POWL Position: Q2 2026 in Review

Herald Investment Management held its Powell Industries (POWL) position steady in Q2 2026 at 15,000 shares worth $4.29M. The position accounts for 0.58% of the portfolio, ranked #57.

Herald Investment Management first reported a position in POWL in Q4 2025 and has held it in 3 quarters since. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Herald Investment Management held 15,000 shares of Powell Industries worth $4.29M as of Q2 2026.
  • Herald Investment Management left its Powell Industries share count unchanged in Q2 2026.
  • Powell Industries made up 0.58% of Herald Investment Management's portfolio in Q2 2026, its #57 holding.
  • Herald Investment Management first reported a position in Powell Industries in Q4 2025 and has held it in 3 quarters since.
  • 580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Herald Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.