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Quest Investment Management’s Powell Industries POWL Stock Holding History

Quest Investment 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 		$1.95M Sell
6,794
-2,437
-26% -$661K 0.23% 64
2026
Q1 		$1.66M Sell
9,231
-5,430
-37% -$887K 0.19% 66
2025
Q4 		$1.56M Sell
14,661
-345
-2% -$38.7K 0.17% 63
2025
Q3 		$1.52M Buy
15,006
+135
+0.9% +$11.4K 0.16% 64
2025
Q2 		$1.04M Buy
+14,871
New +$897K 0.11% 77
2013
Q4 		– Sell
-19,710
Closed -$403K – 234
2013
Q3 		$403K Buy
19,710
+2,925
+17% +$52.8K 0.03% 146
2013
Q2 		$289K Buy
+16,785
New +$279K 0.02% 166

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

Quest Investment Management's POWL Position: Q2 2026 in Review

Quest Investment Management reduced its Powell Industries (POWL) stake by 26% in Q2 2026, selling an estimated $661K and leaving 6,794 shares worth $1.95M. The position accounts for 0.23% of the portfolio, ranked #64.

Quest Investment Management first reported a position in POWL in Q2 2013 and has held it in 7 quarters since. 583 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Quest Investment Management held 6,794 shares of Powell Industries worth $1.95M as of Q2 2026.
  • Quest Investment Management sold 2,437 Powell Industries shares in Q2 2026, an estimated $661K.
  • Powell Industries made up 0.23% of Quest Investment Management's portfolio in Q2 2026, its #64 holding.
  • Quest Investment Management first reported a position in Powell Industries in Q2 2013 and has held it in 7 quarters since.
  • 583 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Quest Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.