J2 Capital Management
POWL icon

J2 Capital Management’s Powell Industries POWL Stock Holding History

J2 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
Q3 		– Sell
-1,990
Closed -$570K – 131
2026
Q2 		$570K Sell
1,990
-3,350
-63% -$909K 0.38% 67
2026
Q1 		$963K Sell
5,340
-3,120
-37% -$510K 0.66% 22
2025
Q4 		$899K Sell
8,460
-3,012
-26% -$338K 0.66% 24
2025
Q3 		$1.17M Buy
+11,472
New +$973K 0.88% 18
2025
Q1 		– Sell
-6,693
Closed -$495K – 117
2024
Q4 		$495K Buy
+6,693
New +$598K 0.46% 52

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Congress Asset Management
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Carnegie Investment Counsel
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Quantum Private Wealth
Quantum Private Wealth Tampa, Florida $391M AUM 50.76% 1-Year Est. Return
Chatham Capital Group
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return
Ausbil Investment Management
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
Cypress Asset Management
Cypress Asset Management Houston, Texas $506M AUM 36.14% 1-Year Est. Return
Louisiana State Employees Retirement System
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Strong Tower Advisory Services
Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

J2 Capital Management's POWL Position: Q3 2026 in Review

J2 Capital Management sold out of Powell Industries (POWL) in Q3 2026, closing a stake of 1,990 shares — an estimated $570K sold.

J2 Capital Management first reported a position in POWL in Q4 2024 and held it in 5 quarters. The position peaked at $1.17M in Q3 2025. 65 funds tracked by Wall St. Rank hold POWL as of Q3 2026.

  • J2 Capital Management reported no remaining Powell Industries position as of Q3 2026 after selling out during the quarter.
  • J2 Capital Management sold 1,990 Powell Industries shares in Q3 2026, an estimated $570K.
  • J2 Capital Management first reported a position in Powell Industries in Q4 2024 and held it in 5 quarters.
  • J2 Capital Management's Powell Industries position peaked at $1.17M in Q3 2025.
  • 65 funds tracked by Wall St. Rank held Powell Industries as of Q3 2026.

Based on J2 Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.