Simplex Trading
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Simplex Trading’s Powell Industries POWL Stock Holding History

Simplex Trading’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 		$3.71M Buy
+12,961
New +$3.52M ﹤0.01% 1429
2024
Q2 		– Sell
-13,743
Closed -$717K – 9585
2024
Q1 		$651K Sell
13,743
-363
-3% -$15.5K ﹤0.01% 3582
2023
Q4 		$415K Buy
14,106
+6,543
+87% +$182K ﹤0.01% 3895
2023
Q3 		$208K Buy
7,563
+7,350
+3,451% +$182K ﹤0.01% 4310
2023
Q2 		$4K Sell
213
-8,754
-98% -$152K ﹤0.01% 8079
2023
Q1 		$127K Sell
8,967
-1,938
-18% -$26.8K ﹤0.01% 4892
2022
Q4 		$127K Buy
+10,905
New +$99.8K ﹤0.01% 4786
2022
Q2 		– Sell
-93
Closed -$727 – 10842
2022
Q1 		$0 Buy
+93
New +$760 ﹤0.01% 11176
2018
Q2 		– Sell
-1,605
Closed -$14K – 7778
2018
Q1 		$14K Buy
+1,605
New +$15.7K ﹤0.01% 3710

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

Simplex Trading's POWL Position: Q2 2026 in Review

Simplex Trading opened a new position in Powell Industries (POWL) in Q2 2026: 12,961 shares worth $3.71M. The stake represents ﹤0.01% of the portfolio and ranks #1429 among its holdings. This is a return to the name: Simplex Trading previously reported a position in POWL as recently as Q1 2024.

Simplex Trading first reported a position in POWL in Q1 2018 and has held it in 9 quarters since. 584 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Simplex Trading held 12,961 shares of Powell Industries worth $3.71M as of Q2 2026.
  • Powell Industries was a new Simplex Trading position in Q2 2026.
  • Powell Industries made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #1429 holding.
  • Simplex Trading first reported a position in Powell Industries in Q1 2018 and has held it in 9 quarters since.
  • 584 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.