Lido Advisors’s Powell Industries POWL Stock Holding History

Lido Advisors’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	$350K	Buy	1,221 +63	+5%	+$17.1K	﹤0.01%	1673
2026 Q1	$209K	Buy	+1,158	New	+$189K	﹤0.01%	1759

Other funds holding POWL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lido Advisors's POWL Position: Q2 2026 in Review

Lido Advisors increased its Powell Industries (POWL) stake by 5.4% in Q2 2026, buying an estimated $17.1K and bringing the position to 1,221 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #1673.

Lido Advisors first reported a position in POWL in Q1 2026 and has held it in 2 quarters since. 581 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

Lido Advisors held 1,221 shares of Powell Industries worth $350K as of Q2 2026.
Lido Advisors bought 63 Powell Industries shares in Q2 2026, an estimated $17.1K.
Powell Industries made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1673 holding.
Lido Advisors first reported a position in Powell Industries in Q1 2026 and has held it in 2 quarters since.
581 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.