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POWL icon

NewEdge Advisors’s Powell Industries POWL Stock Holding History

NewEdge 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 		$7.71M Sell
26,941
-5,912
-18% -$1.6M 0.02% 594
2026
Q1 		$5.93M Buy
32,853
+5,493
+20% +$898K 0.02% 626
2025
Q4 		$2.91M Buy
27,360
+9,435
+53% +$1.06M 0.01% 889
2025
Q3 		$1.82M Buy
17,925
+1,227
+7% +$104K 0.01% 1066
2025
Q2 		$1.17M Sell
16,698
-2,232
-12% -$135K 0.01% 1201
2025
Q1 		$1.07M Buy
18,930
+1,383
+8% +$96.4K 0.01% 1153
2024
Q4 		$1.3M Buy
+17,547
New +$1.57M 0.01% 1035

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

NewEdge Advisors's POWL Position: Q2 2026 in Review

NewEdge Advisors reduced its Powell Industries (POWL) stake by 18% in Q2 2026, selling an estimated $1.6M and leaving 26,941 shares worth $7.71M. The position accounts for 0.02% of the portfolio, ranked #594.

NewEdge Advisors first reported a position in POWL in Q4 2024 and has held it in 7 quarters since. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • NewEdge Advisors held 26,941 shares of Powell Industries worth $7.71M as of Q2 2026.
  • NewEdge Advisors sold 5,912 Powell Industries shares in Q2 2026, an estimated $1.6M.
  • Powell Industries made up 0.02% of NewEdge Advisors's portfolio in Q2 2026, its #594 holding.
  • NewEdge Advisors first reported a position in Powell Industries in Q4 2024 and has held it in 7 quarters since.
  • 580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.