NFG
POWL icon

Norris Financial Group’s Powell Industries POWL Stock Holding History

Norris 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
Q1 		– Sell
-2,340
Closed -$249K – 107
2025
Q4 		$249K Sell
2,340
-1,194
-34% -$134K 0.08% 87
2025
Q3 		$359K Sell
3,534
-6
-0.2% -$509 0.13% 73
2025
Q2 		$248K Sell
3,540
-123
-3% -$7.42K 0.1% 77
2025
Q1 		$208K Buy
3,663
+843
+30% +$58.8K 0.1% 81
2024
Q4 		$208K Buy
2,820
+42
+2% +$3.75K 0.1% 78
2024
Q3 		$206K Buy
+2,778
New +$151K 0.1% 73

Other funds holding POWL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norris Financial Group's POWL Position: Q1 2026 in Review

Norris Financial Group sold out of Powell Industries (POWL) in Q1 2026, closing a stake of 2,340 shares — an estimated $249K sold.

Norris Financial Group first reported a position in POWL in Q3 2024 and held it in 6 quarters. The position peaked at $359K in Q3 2025. 477 funds tracked by Wall St. Rank hold POWL as of Q1 2026.

  • Norris Financial Group reported no remaining Powell Industries position as of Q1 2026 after selling out during the quarter.
  • Norris Financial Group sold 2,340 Powell Industries shares in Q1 2026, an estimated $249K.
  • Norris Financial Group first reported a position in Powell Industries in Q3 2024 and held it in 6 quarters.
  • Norris Financial Group's Powell Industries position peaked at $359K in Q3 2025.
  • 477 funds tracked by Wall St. Rank held Powell Industries as of Q1 2026.

Based on Norris Financial Group's 13F filing for Q1 2026, filed 20 May 2026.