Marshall Wace’s Powell Industries POWL Stock Holding History

Marshall Wace’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	$15.5M	Buy	+54,007	New	+$14.7M	0.01%	838
2025 Q3	–	Sell	-26,343	Closed	-$1.85M	–	3297
2025 Q2	$1.85M	Buy	+26,343	New	+$1.59M	﹤0.01%	1591
2023 Q3	–	Sell	-60,270	Closed	-$1.22M	–	2570
2023 Q2	$1.22M	Buy	+60,270	New	+$1.04M	﹤0.01%	1634
2021 Q1	–	Sell	-104,523	Closed	-$1.03M	–	2781
2020 Q4	$1.03M	Sell	104,523 -41,982	-29%	-$374K	0.01%	1195
2020 Q3	$1.18M	Sell	146,505 -59,916	-29%	-$531K	0.01%	972
2020 Q2	$1.89M	Buy	206,421 +77,850	+61%	+$662K	0.01%	811
2020 Q1	$1.1M	Buy	128,571 +48,342	+60%	+$578K	0.01%	780
2019 Q4	$1.31M	Sell	80,229 -53,841	-40%	-$755K	0.01%	916
2019 Q3	$1.75M	Buy	+134,070	New	+$1.67M	0.01%	807

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

Marshall Wace's POWL Position: Q2 2026 in Review

Marshall Wace opened a new position in Powell Industries (POWL) in Q2 2026: 54,007 shares worth $15.5M. The stake represents 0.01% of the portfolio and ranks #838 among its holdings. This is a return to the name: Marshall Wace previously reported a position in POWL as recently as Q2 2025.

Marshall Wace first reported a position in POWL in Q3 2019 and has held it in 9 quarters since. 581 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

Marshall Wace held 54,007 shares of Powell Industries worth $15.5M as of Q2 2026.
Powell Industries was a new Marshall Wace position in Q2 2026.
Powell Industries made up 0.01% of Marshall Wace's portfolio in Q2 2026, its #838 holding.
Marshall Wace first reported a position in Powell Industries in Q3 2019 and has held it in 9 quarters since.
581 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.