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Private Trust Company’s Powell Industries POWL Stock Holding History

Private Trust Company’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 		$2.66M Sell
9,274
-6,713
-42% -$1.82M 0.21% 105
2026
Q1 		$2.88M Sell
15,987
-4,143
-21% -$677K 0.26% 74
2025
Q4 		$2.14M Sell
20,130
-3,786
-16% -$425K 0.19% 112
2025
Q3 		$2.43M Sell
23,916
-921
-4% -$78.1K 0.21% 98
2025
Q2 		$1.74M Buy
24,837
+13,221
+114% +$798K 0.17% 138
2025
Q1 		$660K Buy
11,616
+1,596
+16% +$111K 0.07% 310
2024
Q4 		$740K Sell
10,020
-750
-7% -$67K 0.08% 280
2024
Q3 		$797K Buy
10,770
+2,595
+32% +$141K 0.08% 275
2024
Q2 		$391K Buy
8,175
+1,050
+15% +$54.8K 0.04% 443
2024
Q1 		$338K Buy
7,125
+600
+9% +$25.7K 0.04% 476
2023
Q4 		$192K Buy
+6,525
New +$182K 0.02% 622

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 Trust Company's POWL Position: Q2 2026 in Review

Private Trust Company reduced its Powell Industries (POWL) stake by 42% in Q2 2026, selling an estimated $1.82M and leaving 9,274 shares worth $2.66M. The position accounts for 0.21% of the portfolio, ranked #105.

Private Trust Company first reported a position in POWL in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.88M in Q1 2026. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Private Trust Company held 9,274 shares of Powell Industries worth $2.66M as of Q2 2026.
  • Private Trust Company sold 6,713 Powell Industries shares in Q2 2026, an estimated $1.82M.
  • Powell Industries made up 0.21% of Private Trust Company's portfolio in Q2 2026, its #105 holding.
  • Private Trust Company first reported a position in Powell Industries in Q4 2023 and has held it in 11 quarters since.
  • Private Trust Company's Powell Industries position peaked at $2.88M in Q1 2026.
  • 580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.