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Montchanin Asset Management’s Powell Industries POWL Stock Holding History

Montchanin Asset Management’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 		$2.29M Sell
7,980
-1,275
-14% -$346K 2.33% 14
2026
Q1 		$1.67M Buy
+9,255
New +$1.51M 1.77% 18
2024
Q4 		$557K Buy
7,545
+4,305
+133% +$385K 0.54% 35
2024
Q3 		$240K Buy
+3,240
New +$176K 0.22% 51

Other funds holding POWL

TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
GCM
GKV Capital Management Walnut Creek, California $310M AUM 51.56% 1-Year Est. Return
QPW
Quantum Private Wealth Tampa, Florida $390M AUM 58.18% 1-Year Est. Return
RWM
Rockline Wealth Management Plainview, New York $522M AUM 39.64% 1-Year Est. Return

Montchanin Asset Management's POWL Position: Q2 2026 in Review

Montchanin Asset Management reduced its Powell Industries (POWL) stake by 14% in Q2 2026, selling an estimated $346K and leaving 7,980 shares worth $2.29M. The position accounts for 2.33% of the portfolio, ranked #14.

Montchanin Asset Management first reported a position in POWL in Q3 2024 and has held it in 4 quarters since. 166 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Montchanin Asset Management held 7,980 shares of Powell Industries worth $2.29M as of Q2 2026.
  • Montchanin Asset Management sold 1,275 Powell Industries shares in Q2 2026, an estimated $346K.
  • Powell Industries made up 2.33% of Montchanin Asset Management's portfolio in Q2 2026, its #14 holding.
  • Montchanin Asset Management first reported a position in Powell Industries in Q3 2024 and has held it in 4 quarters since.
  • 166 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Montchanin Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.