OQS
POWL icon

Occudo Quantitative Strategies’s Powell Industries POWL Stock Holding History

Occudo Quantitative Strategies’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 		– Sell
-17,052
Closed -$1.58M – 921
2026
Q1 		$1.58M Buy
+17,052
New +$2.79M 0.09% 316
2025
Q4 		– Sell
-4,227
Closed -$429K – 873
2025
Q3 		$429K Buy
4,227
+1,314
+45% +$111K 0.05% 425
2025
Q2 		$204K Sell
2,913
-3,564
-55% -$215K 0.02% 538
2025
Q1 		$382K Buy
+6,477
New +$451K 0.05% 424
2023
Q4 		– Sell
-10,368
Closed -$287K – 1111
2023
Q3 		$287K Buy
+10,368
New +$257K 0.04% 678

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

Occudo Quantitative Strategies's POWL Position: Q2 2026 in Review

Occudo Quantitative Strategies sold out of Powell Industries (POWL) in Q2 2026, closing a stake of 17,052 shares — an estimated $1.58M sold.

Occudo Quantitative Strategies first reported a position in POWL in Q3 2023 and held it in 5 quarters. The position peaked at $1.58M in Q1 2026. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Occudo Quantitative Strategies reported no remaining Powell Industries position as of Q2 2026 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 17,052 Powell Industries shares in Q2 2026, an estimated $1.58M.
  • Occudo Quantitative Strategies first reported a position in Powell Industries in Q3 2023 and held it in 5 quarters.
  • Occudo Quantitative Strategies's Powell Industries position peaked at $1.58M in Q1 2026.
  • 580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.