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POWL icon

INVST’s Powell Industries POWL Stock Holding History

INVST’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 		$2.93M Hold
10,245
– – 0.29% 62
2026
Q1 		$1.85M Sell
10,245
-5,973
-37% -$976K 0.21% 86
2025
Q4 		$1.72M Sell
16,218
-252
-2% -$28.3K 0.19% 95
2025
Q3 		$1.67M Buy
16,470
+534
+3% +$45.3K 0.19% 96
2025
Q2 		$1.12M Sell
15,936
-1,197
-7% -$72.2K 0.14% 129
2025
Q1 		$973K Buy
17,133
+1,689
+11% +$118K 0.13% 128
2024
Q4 		$1.14M Buy
15,444
+513
+3% +$45.9K 0.14% 99
2024
Q3 		$1.1M Buy
14,931
+2,328
+18% +$127K 0.13% 93
2024
Q2 		$603K Buy
12,603
+4,488
+55% +$234K 0.07% 156
2024
Q1 		$370K Buy
8,115
+2,649
+48% +$113K 0.04% 176
2023
Q4 		$230K Buy
+5,466
New +$152K 0.03% 194

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

INVST's POWL Position: Q2 2026 in Review

INVST held its Powell Industries (POWL) position steady in Q2 2026 at 10,245 shares worth $2.93M. The position accounts for 0.29% of the portfolio, ranked #62.

INVST first reported a position in POWL in Q4 2023 and has held it in 11 quarters since. 581 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • INVST held 10,245 shares of Powell Industries worth $2.93M as of Q2 2026.
  • INVST left its Powell Industries share count unchanged in Q2 2026.
  • Powell Industries made up 0.29% of INVST's portfolio in Q2 2026, its #62 holding.
  • INVST first reported a position in Powell Industries in Q4 2023 and has held it in 11 quarters since.
  • 581 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.