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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
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

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

J2 Capital Management's POWL Position: Q2 2026 in Review

J2 Capital Management reduced its Powell Industries (POWL) stake by 63% in Q2 2026, selling an estimated $909K and leaving 1,990 shares worth $570K. The position accounts for 0.38% of the portfolio, ranked #67.

J2 Capital Management first reported a position in POWL in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.17M in Q3 2025. 581 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • J2 Capital Management held 1,990 shares of Powell Industries worth $570K as of Q2 2026.
  • J2 Capital Management sold 3,350 Powell Industries shares in Q2 2026, an estimated $909K.
  • Powell Industries made up 0.38% of J2 Capital Management's portfolio in Q2 2026, its #67 holding.
  • J2 Capital Management first reported a position in Powell Industries in Q4 2024 and has held it in 5 quarters since.
  • J2 Capital Management's Powell Industries position peaked at $1.17M in Q3 2025.
  • 581 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on J2 Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.