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Principal Securities’s Powell Industries POWL Stock Holding History

Principal Securities’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 		$338K Buy
+1,180
New +$320K ﹤0.01% 1274
2025
Q4 		– Sell
-447
Closed -$45.4K – 2943
2025
Q3 		$45.4K Buy
447
+327
+273% +$27.7K ﹤0.01% 1992
2025
Q2 		$8.42K Sell
120
-234
-66% -$14.1K ﹤0.01% 2685
2025
Q1 		$26.2K Hold
354
– – ﹤0.01% 2066
2024
Q4 		$26.2K Buy
+354
New +$31.6K ﹤0.01% 2060

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

Principal Securities's POWL Position: Q2 2026 in Review

Principal Securities opened a new position in Powell Industries (POWL) in Q2 2026: 1,180 shares worth $338K. The stake represents ﹤0.01% of the portfolio and ranks #1274 among its holdings. This is a return to the name: Principal Securities previously reported a position in POWL as recently as Q3 2025.

Principal Securities first reported a position in POWL in Q4 2024 and has held it in 5 quarters since. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Principal Securities held 1,180 shares of Powell Industries worth $338K as of Q2 2026.
  • Powell Industries was a new Principal Securities position in Q2 2026.
  • Powell Industries made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1274 holding.
  • Principal Securities first reported a position in Powell Industries in Q4 2024 and has held it in 5 quarters since.
  • 580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.