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O'Shaughnessy Asset Management’s Powell Industries POWL Stock Holding History

O'Shaughnessy 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 		$1.74M Sell
6,087
-267
-4% -$72.4K 0.01% 976
2026
Q1 		$1.15M Buy
6,354
+1,608
+34% +$263K 0.01% 1115
2025
Q4 		$504K Buy
4,746
+1,215
+34% +$136K ﹤0.01% 1502
2025
Q3 		$359K Buy
3,531
+6
+0.2% +$509 ﹤0.01% 1655
2025
Q2 		$247K Sell
3,525
-351
-9% -$21.2K ﹤0.01% 1724
2025
Q1 		$220K Sell
3,876
-1,248
-24% -$87K ﹤0.01% 1735
2024
Q4 		$379K Buy
5,124
+327
+7% +$29.2K ﹤0.01% 1412
2024
Q3 		$426K Sell
4,797
-2,385
-33% -$130K ﹤0.01% 1300
2024
Q2 		$343K Buy
7,182
+252
+4% +$13.1K ﹤0.01% 1303
2024
Q1 		$329K Buy
+6,930
New +$297K ﹤0.01% 1270
2020
Q4 		– Sell
-28,647
Closed -$231K – 2198
2020
Q3 		$231K Hold
28,647
– – 0.01% 654
2020
Q2 		$262K Sell
28,647
-123
-0.4% -$1.05K 0.01% 577
2020
Q1 		$247K Buy
28,770
+12,786
+80% +$153K 0.01% 416
2019
Q4 		$261K Buy
+15,984
New +$224K 0.01% 550
2017
Q3 		– Sell
-15,672
Closed -$167K – 966
2017
Q2 		$167K Sell
15,672
-5,997
-28% -$66.7K ﹤0.01% 550
2017
Q1 		$249K Sell
21,669
-7,083
-25% -$84.3K 0.01% 474
2016
Q4 		$374K Buy
28,752
+15
+0.1% +$198 0.01% 412
2016
Q3 		$384K Buy
28,737
+10,488
+57% +$134K 0.01% 382
2016
Q2 		$239K Buy
+18,249
New +$205K 0.01% 450
2014
Q1 		– Sell
-34,227
Closed -$763K – 1040
2013
Q4 		$763K Sell
34,227
-16,611
-33% -$358K 0.02% 365
2013
Q3 		$1.04M Sell
50,838
-16,911
-25% -$305K 0.02% 321
2013
Q2 		$1.17M Buy
+67,749
New +$1.13M 0.03% 298

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

O'Shaughnessy Asset Management's POWL Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its Powell Industries (POWL) stake by 4.2% in Q2 2026, selling an estimated $72.4K and leaving 6,087 shares worth $1.74M. The position accounts for 0.01% of the portfolio, ranked #976.

O'Shaughnessy Asset Management first reported a position in POWL in Q2 2013 and has held it in 22 quarters since. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • O'Shaughnessy Asset Management held 6,087 shares of Powell Industries worth $1.74M as of Q2 2026.
  • O'Shaughnessy Asset Management sold 267 Powell Industries shares in Q2 2026, an estimated $72.4K.
  • Powell Industries made up 0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #976 holding.
  • O'Shaughnessy Asset Management first reported a position in Powell Industries in Q2 2013 and has held it in 22 quarters since.
  • 580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

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