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Leavell Investment Management’s Powell Industries POWL Stock Holding History

Leavell Investment 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 		$1.54M Sell
5,365
-317
-6% -$86K 0.06% 265
2026
Q1 		$1.02M Sell
5,682
-720
-11% -$118K 0.04% 309
2025
Q4 		$680K Sell
6,402
-54
-0.8% -$6.06K 0.03% 352
2025
Q3 		$656K Buy
6,456
+15
+0.2% +$1.27K 0.03% 365
2025
Q2 		$452K Buy
6,441
+1,188
+23% +$71.7K 0.02% 424
2025
Q1 		$298K Buy
+5,253
New +$366K 0.01% 466

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

Leavell Investment Management's POWL Position: Q2 2026 in Review

Leavell Investment Management reduced its Powell Industries (POWL) stake by 5.6% in Q2 2026, selling an estimated $86K and leaving 5,365 shares worth $1.54M. The position accounts for 0.06% of the portfolio, ranked #265.

Leavell Investment Management first reported a position in POWL in Q1 2025 and has held it in 6 quarters since. 584 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Leavell Investment Management held 5,365 shares of Powell Industries worth $1.54M as of Q2 2026.
  • Leavell Investment Management sold 317 Powell Industries shares in Q2 2026, an estimated $86K.
  • Powell Industries made up 0.06% of Leavell Investment Management's portfolio in Q2 2026, its #265 holding.
  • Leavell Investment Management first reported a position in Powell Industries in Q1 2025 and has held it in 6 quarters since.
  • 584 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.