Osaic Holdings
POWL icon

Osaic Holdings’s Powell Industries POWL Stock Holding History

Osaic Holdings’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 		$3.8M Buy
13,268
+3,257
+33% +$884K ﹤0.01% 1757
2026
Q1 		$1.81M Sell
10,011
-711
-7% -$116K ﹤0.01% 2160
2025
Q4 		$1.14M Sell
10,722
-5,916
-36% -$664K ﹤0.01% 2570
2025
Q3 		$1.53M Sell
16,638
-1,743
-9% -$148K ﹤0.01% 2414
2025
Q2 		$1.27M Buy
18,381
+2,895
+19% +$175K ﹤0.01% 2304
2025
Q1 		$880K Sell
15,486
-45,390
-75% -$3.16M ﹤0.01% 2355
2024
Q4 		$4.5M Buy
60,876
+20,541
+51% +$1.84M 0.01% 1095
2024
Q3 		$2.98M Sell
40,335
-4,692
-10% -$255K 0.01% 1403
2024
Q2 		$2.15M Sell
45,027
-3,165
-7% -$165K 0.01% 1563
2024
Q1 		$2.29M Buy
48,192
+23,721
+97% +$1.02M 0.01% 1592
2023
Q4 		$721K Buy
24,471
+15,090
+161% +$420K ﹤0.01% 2837
2023
Q3 		$259K Buy
9,381
+1,629
+21% +$40.4K ﹤0.01% 3804
2023
Q2 		$157K Sell
7,752
-288
-4% -$4.99K ﹤0.01% 4091
2023
Q1 		$114K Sell
8,040
-1,500
-16% -$20.8K ﹤0.01% 4334
2022
Q4 		$112K Buy
+9,540
New +$87.3K ﹤0.01% 4341
2021
Q4 		– Sell
-30
Closed – – 7525
2021
Q3 		$0 Sell
30
-102
-77% -$917 ﹤0.01% 7277
2021
Q2 		$1K Hold
132
– – ﹤0.01% 6875
2021
Q1 		$1K Hold
132
– – ﹤0.01% 6683
2020
Q4 		$1K Hold
132
– – ﹤0.01% 6253
2020
Q3 		$1K Sell
132
-27
-17% -$239 ﹤0.01% 6050
2020
Q2 		$1K Sell
159
-729
-82% -$6.2K ﹤0.01% 5971
2020
Q1 		$7K Buy
+888
New +$10.6K ﹤0.01% 5203

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

Osaic Holdings's POWL Position: Q2 2026 in Review

Osaic Holdings increased its Powell Industries (POWL) stake by 33% in Q2 2026, buying an estimated $884K and bringing the position to 13,268 shares worth $3.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1757.

Osaic Holdings first reported a position in POWL in Q1 2020 and has held it in 22 quarters since. The position peaked at $4.5M in Q4 2024. 584 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Osaic Holdings held 13,268 shares of Powell Industries worth $3.8M as of Q2 2026.
  • Osaic Holdings bought 3,257 Powell Industries shares in Q2 2026, an estimated $884K.
  • Powell Industries made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #1757 holding.
  • Osaic Holdings first reported a position in Powell Industries in Q1 2020 and has held it in 22 quarters since.
  • Osaic Holdings's Powell Industries position peaked at $4.5M in Q4 2024.
  • 584 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.