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Rothschild Investment LLC’s Powell Industries POWL Stock Holding History

Rothschild Investment LLC’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 		$40.4K Sell
141
-15
-10% -$4.07K ﹤0.01% 1302
2026
Q1 		$28.1K Hold
156
– – ﹤0.01% 1295
2025
Q4 		$16.6K Buy
156
+6
+4% +$674 ﹤0.01% 1382
2025
Q3 		$15.2K Sell
150
-15
-9% -$1.27K ﹤0.01% 1315
2025
Q2 		$11.6K Buy
165
+75
+83% +$4.53K ﹤0.01% 1173
2025
Q1 		$5.11K Buy
90
+39
+76% +$2.72K ﹤0.01% 1425
2024
Q4 		$3.77K Buy
51
+21
+70% +$1.88K ﹤0.01% 1453
2024
Q3 		$2.22K Buy
30
+18
+150% +$980 ﹤0.01% 1668
2024
Q2 		$574 Buy
12
+9
+300% +$469 ﹤0.01% 1928
2024
Q1 		$142 Buy
+3
New +$128 ﹤0.01% 1951

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 $3.38T AUM 44.17% 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

Rothschild Investment LLC's POWL Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Powell Industries (POWL) stake by 9.6% in Q2 2026, selling an estimated $4.07K and leaving 141 shares worth $40.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1302.

Rothschild Investment LLC first reported a position in POWL in Q1 2024 and has held it in 10 quarters since. 584 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Rothschild Investment LLC held 141 shares of Powell Industries worth $40.4K as of Q2 2026.
  • Rothschild Investment LLC sold 15 Powell Industries shares in Q2 2026, an estimated $4.07K.
  • Powell Industries made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1302 holding.
  • Rothschild Investment LLC first reported a position in Powell Industries in Q1 2024 and has held it in 10 quarters since.
  • 584 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.