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James Investment Research’s Powell Industries POWL Stock Holding History

James Investment Research’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 		$2M Sell
6,976
-2,993
-30% -$812K 0.2% 115
2026
Q1 		$1.8M Buy
9,969
+9
+0.1% +$1.47K 0.2% 111
2025
Q4 		$1.06M Hold
9,960
– – 0.12% 154
2025
Q3 		$1.01M Buy
9,960
+2,430
+32% +$206K 0.11% 159
2025
Q2 		$528K Hold
7,530
– – 0.06% 209
2025
Q1 		$428K Buy
+7,530
New +$525K 0.05% 220
2014
Q1 		– Sell
-3,300
Closed -$74K – 548
2013
Q4 		$74K Hold
3,300
– – ﹤0.01% 354
2013
Q3 		$67K Buy
+3,300
New +$59.6K ﹤0.01% 354

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 $3.38T AUM 44.17% 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

James Investment Research's POWL Position: Q2 2026 in Review

James Investment Research reduced its Powell Industries (POWL) stake by 30% in Q2 2026, selling an estimated $812K and leaving 6,976 shares worth $2M. The position accounts for 0.2% of the portfolio, ranked #115.

James Investment Research first reported a position in POWL in Q3 2013 and has held it in 8 quarters since. 584 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • James Investment Research held 6,976 shares of Powell Industries worth $2M as of Q2 2026.
  • James Investment Research sold 2,993 Powell Industries shares in Q2 2026, an estimated $812K.
  • Powell Industries made up 0.2% of James Investment Research's portfolio in Q2 2026, its #115 holding.
  • James Investment Research first reported a position in Powell Industries in Q3 2013 and has held it in 8 quarters since.
  • 584 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.