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Second Half Financial Partners’s Powell Industries POWL Stock Holding History

Second Half Financial Partners’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 		$272K Sell
949
-1,898
-67% -$515K 0.11% 81
2026
Q1 		$513K Hold
2,847
– – 0.23% 53
2025
Q4 		$303K Hold
2,847
– – 0.13% 68
2025
Q3 		$289K Sell
2,847
-30
-1% -$2.54K 0.13% 74
2025
Q2 		$202K Buy
+2,877
New +$174K 0.1% 87

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

Second Half Financial Partners's POWL Position: Q2 2026 in Review

Second Half Financial Partners reduced its Powell Industries (POWL) stake by 67% in Q2 2026, selling an estimated $515K and leaving 949 shares worth $272K. The position accounts for 0.11% of the portfolio, ranked #81.

Second Half Financial Partners first reported a position in POWL in Q2 2025 and has held it in 5 quarters since. The position peaked at $513K in Q1 2026. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Second Half Financial Partners held 949 shares of Powell Industries worth $272K as of Q2 2026.
  • Second Half Financial Partners sold 1,898 Powell Industries shares in Q2 2026, an estimated $515K.
  • Powell Industries made up 0.11% of Second Half Financial Partners's portfolio in Q2 2026, its #81 holding.
  • Second Half Financial Partners first reported a position in Powell Industries in Q2 2025 and has held it in 5 quarters since.
  • Second Half Financial Partners's Powell Industries position peaked at $513K in Q1 2026.
  • 580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Second Half Financial Partners's 13F filing for Q2 2026, filed 17 Jul 2026.