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Merit Financial Group’s Powell Industries POWL Stock Holding History

Merit Financial Group’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 		$4.93M Sell
17,213
-9,424
-35% -$2.56M 0.03% 441
2026
Q1 		$4.8M Buy
26,637
+2,958
+12% +$483K 0.04% 400
2025
Q4 		$2.52M Buy
23,679
+228
+1% +$25.6K 0.02% 555
2025
Q3 		$2.38M Buy
23,451
+9,573
+69% +$812K 0.02% 507
2025
Q2 		$974K Sell
13,878
-864
-6% -$52.1K 0.01% 802
2025
Q1 		$837K Sell
14,742
-24
-0.2% -$1.67K 0.01% 719
2024
Q4 		$1.09M Buy
14,766
+7,524
+104% +$673K 0.02% 486
2024
Q3 		$536K Buy
+7,242
New +$394K 0.01% 544

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

Merit Financial Group's POWL Position: Q2 2026 in Review

Merit Financial Group reduced its Powell Industries (POWL) stake by 35% in Q2 2026, selling an estimated $2.56M and leaving 17,213 shares worth $4.93M. The position accounts for 0.03% of the portfolio, ranked #441.

Merit Financial Group first reported a position in POWL in Q3 2024 and has held it in 8 quarters since. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Merit Financial Group held 17,213 shares of Powell Industries worth $4.93M as of Q2 2026.
  • Merit Financial Group sold 9,424 Powell Industries shares in Q2 2026, an estimated $2.56M.
  • Powell Industries made up 0.03% of Merit Financial Group's portfolio in Q2 2026, its #441 holding.
  • Merit Financial Group first reported a position in Powell Industries in Q3 2024 and has held it in 8 quarters since.
  • 580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.