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Oppenheimer Asset Management’s Powell Industries POWL Stock Holding History

Oppenheimer 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 		$2.92M Sell
10,200
-2,067
-17% -$561K 0.03% 484
2026
Q1 		$2.21M Sell
12,267
-5,247
-30% -$858K 0.03% 523
2025
Q4 		$1.86M Sell
17,514
-1,341
-7% -$151K 0.02% 517
2025
Q3 		$1.92M Buy
18,855
+2,226
+13% +$189K 0.02% 578
2025
Q2 		$1.17M Buy
16,629
+7,182
+76% +$433K 0.01% 711
2025
Q1 		$536K Buy
+9,447
New +$658K 0.01% 843

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

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

Oppenheimer Asset Management reduced its Powell Industries (POWL) stake by 17% in Q2 2026, selling an estimated $561K and leaving 10,200 shares worth $2.92M. The position accounts for 0.03% of the portfolio, ranked #484.

Oppenheimer Asset Management first reported a position in POWL in Q1 2025 and has held it in 6 quarters since. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Oppenheimer Asset Management held 10,200 shares of Powell Industries worth $2.92M as of Q2 2026.
  • Oppenheimer Asset Management sold 2,067 Powell Industries shares in Q2 2026, an estimated $561K.
  • Powell Industries made up 0.03% of Oppenheimer Asset Management's portfolio in Q2 2026, its #484 holding.
  • Oppenheimer Asset Management first reported a position in Powell Industries in Q1 2025 and has held it in 6 quarters since.
  • 580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Oppenheimer Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.