HighTower Advisors’s Powell Industries POWL Stock Holding History

HighTower Advisors’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 Q1	$1.05M	Buy	5,847 +3,717	+175%	+$607K	﹤0.01%	2145
2025 Q4	$226K	Sell	2,130 -198	-9%	-$22.2K	﹤0.01%	3265
2025 Q3	$237K	Buy	+2,328	New	+$197K	﹤0.01%	3225
2025 Q1	–	Sell	-12,003	Closed	-$887K	–	3984
2024 Q4	$887K	Sell	12,003 -12,435	-51%	-$1.11M	﹤0.01%	2050
2024 Q3	$1.8M	Buy	+24,438	New	+$1.33M	﹤0.01%	1577
2022 Q4	–	Sell	-30,000	Closed	-$211K	–	3472
2022 Q3	$211K	Hold	30,000	–	–	﹤0.01%	2573
2022 Q2	$234K	Hold	30,000	–	–	﹤0.01%	2523
2022 Q1	$194K	Buy	30,000 +7,200	+32%	+$58.9K	﹤0.01%	2853
2021 Q4	$224K	Buy	+22,800	New	+$205K	﹤0.01%	2676
2021 Q3	–	Sell	-22,800	Closed	-$235K	–	3378
2021 Q2	$235K	Hold	22,800	–	–	﹤0.01%	2552
2021 Q1	$257K	Buy	+22,800	New	+$240K	﹤0.01%	2409

Other funds holding POWL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HighTower Advisors's POWL Position: Q1 2026 in Review

HighTower Advisors increased its Powell Industries (POWL) stake by 175% in Q1 2026, buying an estimated $607K and bringing the position to 5,847 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #2145.

HighTower Advisors first reported a position in POWL in Q1 2021 and has held it in 11 quarters since. The position peaked at $1.8M in Q3 2024. 474 funds tracked by Wall St. Rank hold POWL as of Q1 2026.

HighTower Advisors held 5,847 shares of Powell Industries worth $1.05M as of Q1 2026.
HighTower Advisors bought 3,717 Powell Industries shares in Q1 2026, an estimated $607K.
Powell Industries made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #2145 holding.
HighTower Advisors first reported a position in Powell Industries in Q1 2021 and has held it in 11 quarters since.
HighTower Advisors's Powell Industries position peaked at $1.8M in Q3 2024.
474 funds tracked by Wall St. Rank held Powell Industries as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.