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POWL icon

Rossby Financial’s Powell Industries POWL Stock Holding History

Rossby Financial’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 		$215K Hold
750
– – 0.04% 378
2026
Q1 		$139K Hold
750
– – 0.03% 466
2025
Q4 		$79.7K Sell
750
-1,050
-58% -$118K 0.02% 454
2025
Q3 		$190K Sell
1,800
-600
-25% -$50.9K 0.06% 293
2025
Q2 		$168K Buy
2,400
+600
+33% +$36.2K 0.06% 280
2025
Q1 		$112K Buy
+1,800
New +$125K 0.05% 320

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

Rossby Financial's POWL Position: Q2 2026 in Review

Rossby Financial held its Powell Industries (POWL) position steady in Q2 2026 at 750 shares worth $215K. The position accounts for 0.04% of the portfolio, ranked #378.

Rossby Financial first reported a position in POWL in Q1 2025 and has held it in 6 quarters since. 581 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Rossby Financial held 750 shares of Powell Industries worth $215K as of Q2 2026.
  • Rossby Financial left its Powell Industries share count unchanged in Q2 2026.
  • Powell Industries made up 0.04% of Rossby Financial's portfolio in Q2 2026, its #378 holding.
  • Rossby Financial first reported a position in Powell Industries in Q1 2025 and has held it in 6 quarters since.
  • 581 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.