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Horizon Investment Services’s Powell Industries POWL Stock Holding History

Horizon Investment Services’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 		$2.2M Sell
7,684
-1,316
-15% -$357K 0.61% 47
2026
Q1 		$1.62M Sell
9,000
-915
-9% -$150K 0.56% 52
2025
Q4 		$1.05M Sell
9,915
-4,785
-33% -$537K 0.38% 56
2025
Q3 		$1.49M Sell
14,700
-1,224
-8% -$104K 0.56% 47
2025
Q2 		$1.12M Sell
15,924
-1,683
-10% -$102K 0.49% 47
2025
Q1 		$1,000K Sell
17,607
-4,323
-20% -$301K 0.49% 52
2024
Q4 		$1.62M Sell
21,930
-579
-3% -$51.8K 0.69% 41
2024
Q3 		$1.67M Buy
22,509
+3,219
+17% +$175K 0.71% 44
2024
Q2 		$922K Buy
19,290
+7,413
+62% +$387K 0.43% 53
2024
Q1 		$563K Buy
+11,877
New +$508K 0.28% 70

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

Horizon Investment Services's POWL Position: Q2 2026 in Review

Horizon Investment Services reduced its Powell Industries (POWL) stake by 15% in Q2 2026, selling an estimated $357K and leaving 7,684 shares worth $2.2M. The position accounts for 0.61% of the portfolio, ranked #47.

Horizon Investment Services first reported a position in POWL in Q1 2024 and has held it in 10 quarters since. 581 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Horizon Investment Services held 7,684 shares of Powell Industries worth $2.2M as of Q2 2026.
  • Horizon Investment Services sold 1,316 Powell Industries shares in Q2 2026, an estimated $357K.
  • Powell Industries made up 0.61% of Horizon Investment Services's portfolio in Q2 2026, its #47 holding.
  • Horizon Investment Services first reported a position in Powell Industries in Q1 2024 and has held it in 10 quarters since.
  • 581 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Horizon Investment Services's 13F filing for Q2 2026, filed 6 Aug 2026.