&Partners’s Powell Industries POWL Stock Holding History

&Partners’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	$551K	Buy	1,964 +329	+20%	+$89.3K	﹤0.01%	1780
2026 Q1	$295K	Sell	1,635 -546	-25%	-$89.2K	﹤0.01%	2008
2025 Q4	$232K	Buy	+2,181	New	+$245K	﹤0.01%	2063

Other funds holding POWL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

&Partners's POWL Position: Q2 2026 in Review

&Partners increased its Powell Industries (POWL) stake by 20% in Q2 2026, buying an estimated $89.3K and bringing the position to 1,964 shares worth $551K. The position accounts for ﹤0.01% of the portfolio, ranked #1780.

&Partners first reported a position in POWL in Q4 2025 and has held it in 3 quarters since. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

&Partners held 1,964 shares of Powell Industries worth $551K as of Q2 2026.
&Partners bought 329 Powell Industries shares in Q2 2026, an estimated $89.3K.
Powell Industries made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1780 holding.
&Partners first reported a position in Powell Industries in Q4 2025 and has held it in 3 quarters since.
580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.