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Roman Butler Fullerton & Co’s Powell Industries POWL Stock Holding History

Roman Butler Fullerton & Co’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 		$2.18M Sell
9,653
-19,270
-67% -$5.23M 0.52% 48
2026
Q1 		$2.1M Buy
28,923
+19,344
+202% +$3.16M 0.58% 39
2025
Q4 		$1.36M Buy
9,579
+33
+0.3% +$3.71K 0.36% 71
2025
Q3 		$1.3M Sell
9,546
-1,443
-13% -$122K 0.35% 70
2025
Q2 		$910K Buy
10,989
+186
+2% +$11.2K 0.27% 100
2025
Q1 		$624K Buy
10,803
+3,462
+47% +$241K 0.24% 106
2024
Q4 		$597K Sell
7,341
-870
-11% -$77.8K 0.19% 116
2024
Q3 		$724K Buy
+8,211
New +$447K 0.22% 106

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

Roman Butler Fullerton & Co's POWL Position: Q2 2026 in Review

Roman Butler Fullerton & Co reduced its Powell Industries (POWL) stake by 67% in Q2 2026, selling an estimated $5.23M and leaving 9,653 shares worth $2.18M. The position accounts for 0.52% of the portfolio, ranked #48.

Roman Butler Fullerton & Co first reported a position in POWL in Q3 2024 and has held it in 8 quarters since. 581 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Roman Butler Fullerton & Co held 9,653 shares of Powell Industries worth $2.18M as of Q2 2026.
  • Roman Butler Fullerton & Co sold 19,270 Powell Industries shares in Q2 2026, an estimated $5.23M.
  • Powell Industries made up 0.52% of Roman Butler Fullerton & Co's portfolio in Q2 2026, its #48 holding.
  • Roman Butler Fullerton & Co first reported a position in Powell Industries in Q3 2024 and has held it in 8 quarters since.
  • 581 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Roman Butler Fullerton & Co's 13F filing for Q2 2026, filed 6 Aug 2026.