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 		$6.36M Sell
22,200
-13,800
-38% -$3.74M ﹤0.01% 1033
2026
Q1 		$6.49M Sell
36,000
-1,800
-5% -$294K ﹤0.01% 936
2025
Q4 		$4.02M Sell
37,800
-7,800
-17% -$876K ﹤0.01% 1452
2025
Q3 		$4.63M Sell
45,600
-15,000
-25% -$1.27M ﹤0.01% 1529
2025
Q2 		$4.25M Sell
60,600
-15,000
-20% -$905K ﹤0.01% 1490
2025
Q1 		$4.29M Buy
75,600
+41,700
+123% +$2.91M ﹤0.01% 1408
2024
Q4 		$2.5M Sell
33,900
-2,700
-7% -$241K ﹤0.01% 2000
2024
Q3 		$2.71M Buy
36,600
+19,800
+118% +$1.08M ﹤0.01% 2009
2024
Q2 		$803K Sell
16,800
-10,800
-39% -$563K ﹤0.01% 3146
2024
Q1 		$1.31M Buy
27,600
+21,900
+384% +$937K ﹤0.01% 2834
2023
Q4 		$167K Buy
5,700
+3,900
+217% +$109K ﹤0.01% 4843
2023
Q3 		$49K Buy
1,800
+1,500
+500% +$37.2K ﹤0.01% 5826
2023
Q2 		$6K Sell
300
-900
-75% -$15.6K ﹤0.01% 7816
2023
Q1 		$17K Hold
1,200
– – ﹤0.01% 7080
2022
Q4 		$14K Hold
1,200
– – ﹤0.01% 7231
2022
Q3 		$8K Sell
1,200
-21,300
-95% -$171K ﹤0.01% 8428
2022
Q2 		$175K Buy
+22,500
New +$176K ﹤0.01% 4777

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

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. 581 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.
  • 581 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.