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Joel Greenblatt’s Powell Industries POWL Stock Holding History

Joel Greenblatt’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 		$2.49M Sell
8,707
-2,465
-22% -$669K 0.01% 1093
2026
Q1 		$2.01M Sell
11,172
-2,022
-15% -$330K 0.01% 1109
2025
Q4 		$1.4M Sell
13,194
-2,808
-18% -$315K 0.01% 1149
2025
Q3 		$1.63M Sell
16,002
-15,750
-50% -$1.34M 0.01% 1062
2025
Q2 		$2.23M Sell
31,752
-17,619
-36% -$1.06M 0.01% 902
2025
Q1 		$2.8M Sell
49,371
-10,284
-17% -$717K 0.02% 689
2024
Q4 		$4.41M Sell
59,655
-4,695
-7% -$420K 0.04% 539
2024
Q3 		$4.76M Sell
64,350
-4,431
-6% -$241K 0.05% 502
2024
Q2 		$3.29M Buy
68,781
+13,125
+24% +$685K 0.04% 546
2024
Q1 		$2.64M Buy
55,656
+18,435
+50% +$789K 0.04% 568
2023
Q4 		$1.1M Buy
37,221
+16,563
+80% +$461K 0.02% 769
2023
Q3 		$571K Buy
+20,658
New +$512K 0.01% 939
2016
Q4 		– Sell
-15,135
Closed -$202K – 1031
2016
Q3 		$202K Buy
+15,135
New +$193K ﹤0.01% 868
2014
Q1 		– Sell
-15,270
Closed -$341K – 1073
2013
Q4 		$341K Sell
15,270
-3,987
-21% -$86K 0.01% 844
2013
Q3 		$393K Buy
+19,257
New +$348K 0.01% 730

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

Joel Greenblatt's POWL Position: Q2 2026 in Review

Joel Greenblatt reduced its Powell Industries (POWL) stake by 22% in Q2 2026, selling an estimated $669K and leaving 8,707 shares worth $2.49M. The position accounts for 0.01% of the portfolio, ranked #1093.

Joel Greenblatt first reported a position in POWL in Q3 2013 and has held it in 15 quarters since. The position peaked at $4.76M in Q3 2024. 577 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Joel Greenblatt held 8,707 shares of Powell Industries worth $2.49M as of Q2 2026.
  • Joel Greenblatt sold 2,465 Powell Industries shares in Q2 2026, an estimated $669K.
  • Powell Industries made up 0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1093 holding.
  • Joel Greenblatt first reported a position in Powell Industries in Q3 2013 and has held it in 15 quarters since.
  • Joel Greenblatt's Powell Industries position peaked at $4.76M in Q3 2024.
  • 577 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.