Portolan Capital Management’s Powell Industries POWL Stock Holding History

Portolan 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	$41.7M	Sell	145,631 -81,859	-36%	-$22.2M	1.56%	13
2026 Q1	$41M	Sell	227,490 -9,858	-4%	-$1.61M	2.18%	8
2025 Q4	$25.2M	Sell	237,348 -207,387	-47%	-$23.3M	1.35%	19
2025 Q3	$45.2M	Sell	444,735 -66,939	-13%	-$5.68M	2.45%	9
2025 Q2	$35.9M	Buy	511,674 +352,002	+220%	+$21.2M	2.25%	9
2025 Q1	$9.07M	Buy	159,672 +121,893	+323%	+$8.5M	0.69%	51
2024 Q4	$2.79M	Buy	+37,779	New	+$3.38M	0.19%	117

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

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

Portolan Capital Management reduced its Powell Industries (POWL) stake by 36% in Q2 2026, selling an estimated $22.2M and leaving 145,631 shares worth $41.7M. The position accounts for 1.56% of the portfolio, ranked #13.

Portolan Capital Management first reported a position in POWL in Q4 2024 and has held it in 7 quarters since. The position peaked at $45.2M in Q3 2025. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

Portolan Capital Management held 145,631 shares of Powell Industries worth $41.7M as of Q2 2026.
Portolan Capital Management sold 81,859 Powell Industries shares in Q2 2026, an estimated $22.2M.
Powell Industries made up 1.56% of Portolan Capital Management's portfolio in Q2 2026, its #13 holding.
Portolan Capital Management first reported a position in Powell Industries in Q4 2024 and has held it in 7 quarters since.
Portolan Capital Management's Powell Industries position peaked at $45.2M in Q3 2025.
580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Portolan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.