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Patten Group’s Powell Industries POWL Stock Holding History

Patten Group’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 		$581K Sell
2,030
-532
-21% -$144K 0.09% 206
2026
Q1 		$462K Buy
+2,562
New +$419K 0.08% 206
2025
Q4 		– Sell
-2,334
Closed -$237K – 313
2025
Q3 		$237K Buy
+2,334
New +$198K 0.05% 262

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

Patten Group's POWL Position: Q2 2026 in Review

Patten Group reduced its Powell Industries (POWL) stake by 21% in Q2 2026, selling an estimated $144K and leaving 2,030 shares worth $581K. The position accounts for 0.09% of the portfolio, ranked #206.

Patten Group first reported a position in POWL in Q3 2025 and has held it in 3 quarters since. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Patten Group held 2,030 shares of Powell Industries worth $581K as of Q2 2026.
  • Patten Group sold 532 Powell Industries shares in Q2 2026, an estimated $144K.
  • Powell Industries made up 0.09% of Patten Group's portfolio in Q2 2026, its #206 holding.
  • Patten Group first reported a position in Powell Industries in Q3 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 Patten Group's 13F filing for Q2 2026, filed 6 Aug 2026.