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
Q2 		$30.3M Buy
105,792
+18,549
+21% +$5.03M 0.01% 1297
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 $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

LPL Financial's POWL Position: Q2 2026 in Review

LPL Financial increased its Powell Industries (POWL) stake by 21% in Q2 2026, buying an estimated $5.03M and bringing the position to 105,792 shares worth $30.3M. The position accounts for 0.01% of the portfolio, ranked #1297.

LPL Financial first reported a position in POWL in Q1 2024 and has held it in 10 quarters since. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • LPL Financial held 105,792 shares of Powell Industries worth $30.3M as of Q2 2026.
  • LPL Financial bought 18,549 Powell Industries shares in Q2 2026, an estimated $5.03M.
  • Powell Industries made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1297 holding.
  • LPL Financial first reported a position in Powell Industries in Q1 2024 and has held it in 10 quarters since.
  • 580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.