LPL Financial
POWL icon

LPL Financial’s Powell Industries POWL Stock Holding History

LPL Financial’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
Q1 		$15.7M Sell
87,243
-2,703
-3% -$442K ﹤0.01% 1646
2025
Q4 		$9.56M Buy
89,946
+2,448
+3% +$275K ﹤0.01% 1970
2025
Q3 		$8.89M Sell
87,498
-16,512
-16% -$1.4M ﹤0.01% 1979
2025
Q2 		$7.3M Sell
104,010
-3,144
-3% -$190K ﹤0.01% 2000
2025
Q1 		$6.08M Sell
107,154
-3,270
-3% -$228K ﹤0.01% 1993
2024
Q4 		$8.16M Buy
110,424
+16,965
+18% +$1.52M ﹤0.01% 1688
2024
Q3 		$6.92M Buy
93,459
+50,238
+116% +$2.73M ﹤0.01% 1738
2024
Q2 		$2.07M Buy
43,221
+14,592
+51% +$761K ﹤0.01% 2564
2024
Q1 		$1.36M Buy
+28,629
New +$1.23M ﹤0.01% 2916

Other funds holding POWL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return