OC
POWL icon

Oppenheimer & Co’s Powell Industries POWL Stock Holding History

Oppenheimer & Co’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 		$4.12M Sell
14,372
-5,077
-26% -$1.38M 0.04% 421
2026
Q1 		$3.51M Sell
19,449
-2,997
-13% -$490K 0.04% 427
2025
Q4 		$2.39M Sell
22,446
-2,436
-10% -$274K 0.03% 494
2025
Q3 		$2.53M Sell
24,882
-4,473
-15% -$379K 0.03% 534
2025
Q2 		$2.06M Buy
29,355
+7,941
+37% +$479K 0.03% 568
2025
Q1 		$1.22M Buy
21,414
+7,995
+60% +$557K 0.02% 722
2024
Q4 		$991K Sell
13,419
-1,188
-8% -$106K 0.01% 790
2024
Q3 		$1.08M Sell
14,607
-2,388
-14% -$130K 0.02% 767
2024
Q2 		$812K Buy
16,995
+6,195
+57% +$323K 0.01% 832
2024
Q1 		$512K Sell
10,800
-1,500
-12% -$64.2K 0.01% 976
2023
Q4 		$362K Hold
12,300
– – 0.01% 1071
2023
Q3 		$340K Sell
12,300
-1,500
-11% -$37.2K 0.01% 1093
2023
Q2 		$279K Buy
+13,800
New +$239K 0.01% 1178

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 & Co's POWL Position: Q2 2026 in Review

Oppenheimer & Co reduced its Powell Industries (POWL) stake by 26% in Q2 2026, selling an estimated $1.38M and leaving 14,372 shares worth $4.12M. The position accounts for 0.04% of the portfolio, ranked #421.

Oppenheimer & Co first reported a position in POWL in Q2 2023 and has held it in 13 quarters since. 581 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Oppenheimer & Co held 14,372 shares of Powell Industries worth $4.12M as of Q2 2026.
  • Oppenheimer & Co sold 5,077 Powell Industries shares in Q2 2026, an estimated $1.38M.
  • Powell Industries made up 0.04% of Oppenheimer & Co's portfolio in Q2 2026, its #421 holding.
  • Oppenheimer & Co first reported a position in Powell Industries in Q2 2023 and has held it in 13 quarters since.
  • 581 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

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