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Private Advisory Group’s Powell Industries POWL Stock Holding History

Private Advisory 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 		$14.2M Buy
49,440
+9
+0% +$2.44K 0.76% 38
2026
Q1 		$8.92M Sell
49,431
-55,854
-53% -$9.13M 0.59% 56
2025
Q4 		$11.2M Buy
105,285
+8,409
+9% +$944K 0.88% 38
2025
Q3 		$9.84M Buy
+96,876
New +$8.21M 0.81% 40

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

Private Advisory Group's POWL Position: Q2 2026 in Review

Private Advisory Group increased its Powell Industries (POWL) stake by 0.02% in Q2 2026, buying an estimated $2.44K and bringing the position to 49,440 shares worth $14.2M. The position accounts for 0.76% of the portfolio, ranked #38.

Private Advisory Group first reported a position in POWL in Q3 2025 and has held it in 4 quarters since. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Private Advisory Group held 49,440 shares of Powell Industries worth $14.2M as of Q2 2026.
  • Private Advisory Group bought 9 Powell Industries shares in Q2 2026, an estimated $2.44K.
  • Powell Industries made up 0.76% of Private Advisory Group's portfolio in Q2 2026, its #38 holding.
  • Private Advisory Group first reported a position in Powell Industries in Q3 2025 and has held it in 4 quarters since.
  • 580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.