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Mutual Advisors’s Powell Industries POWL Stock Holding History

Mutual Advisors’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 		$1.1M Buy
+3,856
New +$1.05M 0.02% 614
2025
Q1 		– Sell
-3,165
Closed -$271K – 1147
2024
Q4 		$271K Buy
+3,165
New +$283K 0.01% 915

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

Mutual Advisors's POWL Position: Q2 2026 in Review

Mutual Advisors opened a new position in Powell Industries (POWL) in Q2 2026: 3,856 shares worth $1.1M. The stake represents 0.02% of the portfolio and ranks #614 among its holdings. This is a return to the name: Mutual Advisors previously reported a position in POWL as recently as Q4 2024.

Mutual Advisors first reported a position in POWL in Q4 2024 and has held it in 2 quarters since. 581 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Mutual Advisors held 3,856 shares of Powell Industries worth $1.1M as of Q2 2026.
  • Powell Industries was a new Mutual Advisors position in Q2 2026.
  • Powell Industries made up 0.02% of Mutual Advisors's portfolio in Q2 2026, its #614 holding.
  • Mutual Advisors first reported a position in Powell Industries in Q4 2024 and has held it in 2 quarters since.
  • 581 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.