Polen Capital Management
POWL icon

Polen Capital Management’s Powell Industries POWL Stock Holding History

Polen Capital 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 		$8.36M Sell
29,181
-23,274
-44% -$6.31M 0.07% 46
2026
Q1 		$9.46M Sell
52,455
-8,568
-14% -$1.4M 0.07% 36
2025
Q4 		$6.48M Sell
61,023
-9,048
-13% -$1.02M 0.03% 52
2025
Q3 		$7.12M Sell
70,071
-5,448
-7% -$462K 0.02% 57
2025
Q2 		$5.3M Buy
+75,519
New +$4.56M 0.02% 52

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

Polen Capital Management's POWL Position: Q2 2026 in Review

Polen Capital Management reduced its Powell Industries (POWL) stake by 44% in Q2 2026, selling an estimated $6.31M and leaving 29,181 shares worth $8.36M. The position accounts for 0.07% of the portfolio, ranked #46.

Polen Capital Management first reported a position in POWL in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.46M in Q1 2026. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Polen Capital Management held 29,181 shares of Powell Industries worth $8.36M as of Q2 2026.
  • Polen Capital Management sold 23,274 Powell Industries shares in Q2 2026, an estimated $6.31M.
  • Powell Industries made up 0.07% of Polen Capital Management's portfolio in Q2 2026, its #46 holding.
  • Polen Capital Management first reported a position in Powell Industries in Q2 2025 and has held it in 5 quarters since.
  • Polen Capital Management's Powell Industries position peaked at $9.46M in Q1 2026.
  • 580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.