Pathstone Holdings
POWL icon

Pathstone Holdings’s Powell Industries POWL Stock Holding History

Pathstone 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 		$2.85M Sell
9,935
-112
-1% -$30.4K 0.01% 916
2026
Q1 		$1.81M Buy
10,047
+1,440
+17% +$235K 0.01% 1082
2025
Q4 		$915K Sell
8,607
-45
-0.5% -$5.05K ﹤0.01% 1462
2025
Q3 		$879K Buy
8,652
+1,677
+24% +$142K ﹤0.01% 1498
2025
Q2 		$489K Sell
6,975
-3,768
-35% -$227K ﹤0.01% 1729
2025
Q1 		$610K Buy
10,743
+3,813
+55% +$266K ﹤0.01% 1623
2024
Q4 		$512K Sell
6,930
-1,785
-20% -$160K ﹤0.01% 1707
2024
Q3 		$645K Buy
8,715
+420
+5% +$22.9K ﹤0.01% 1610
2024
Q2 		$397K Buy
8,295
+66
+0.8% +$3.44K ﹤0.01% 1811
2024
Q1 		$390K Sell
8,229
-63
-0.8% -$2.7K ﹤0.01% 1800
2023
Q4 		$244K Buy
+8,292
New +$231K ﹤0.01% 1956

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

Pathstone Holdings's POWL Position: Q2 2026 in Review

Pathstone Holdings reduced its Powell Industries (POWL) stake by 1.1% in Q2 2026, selling an estimated $30.4K and leaving 9,935 shares worth $2.85M. The position accounts for 0.01% of the portfolio, ranked #916.

Pathstone Holdings first reported a position in POWL in Q4 2023 and has held it in 11 quarters since. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Pathstone Holdings held 9,935 shares of Powell Industries worth $2.85M as of Q2 2026.
  • Pathstone Holdings sold 112 Powell Industries shares in Q2 2026, an estimated $30.4K.
  • Powell Industries made up 0.01% of Pathstone Holdings's portfolio in Q2 2026, its #916 holding.
  • Pathstone Holdings first reported a position in Powell Industries in Q4 2023 and has held it in 11 quarters since.
  • 580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

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