RIA
POWL icon

RPG Investment Advisory’s Powell Industries POWL Stock Holding History

RPG Investment Advisory’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 		$33.2M Sell
115,843
-58,124
-33% -$15.8M 3.41% 5
2026
Q1 		$10.5M Sell
173,967
-29,952
-15% -$4.9M 1.26% 35
2025
Q4 		$21.7M Sell
203,919
-32,736
-14% -$3.68M 2.46% 12
2025
Q3 		$24M Buy
236,655
+1,557
+0.7% +$132K 2.84% 10
2025
Q2 		$16.5M Sell
235,098
-227,280
-49% -$13.7M 2.05% 20
2025
Q1 		$26.3M Buy
462,378
+357,867
+342% +$24.9M 1.88% 22
2024
Q4 		$7.72M Buy
+104,511
New +$9.34M 1.03% 43

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

RPG Investment Advisory's POWL Position: Q2 2026 in Review

RPG Investment Advisory reduced its Powell Industries (POWL) stake by 33% in Q2 2026, selling an estimated $15.8M and leaving 115,843 shares worth $33.2M. The position accounts for 3.41% of the portfolio, ranked #5.

RPG Investment Advisory first reported a position in POWL in Q4 2024 and has held it in 7 quarters since. 581 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • RPG Investment Advisory held 115,843 shares of Powell Industries worth $33.2M as of Q2 2026.
  • RPG Investment Advisory sold 58,124 Powell Industries shares in Q2 2026, an estimated $15.8M.
  • Powell Industries made up 3.41% of RPG Investment Advisory's portfolio in Q2 2026, its #5 holding.
  • RPG Investment Advisory first reported a position in Powell Industries in Q4 2024 and has held it in 7 quarters since.
  • 581 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on RPG Investment Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.