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Smartleaf Asset Management’s Powell Industries POWL Stock Holding History

Smartleaf Asset Management’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 		$32.3K Sell
115
-230
-67% -$62.4K ﹤0.01% 1747
2026
Q1 		$57.8K Sell
345
-249
-42% -$40.7K ﹤0.01% 1384
2025
Q4 		$64.8K Buy
594
+117
+25% +$13.1K ﹤0.01% 1420
2025
Q3 		$48.2K Buy
477
+33
+7% +$2.8K ﹤0.01% 1417
2025
Q2 		$31.5K Sell
444
-39
-8% -$2.35K ﹤0.01% 1360
2025
Q1 		$28.5K Hold
483
– – ﹤0.01% 1428
2024
Q4 		$36.6K Buy
483
+396
+455% +$35.4K ﹤0.01% 1327
2024
Q3 		$6.35K Buy
87
+18
+26% +$980 ﹤0.01% 2007
2024
Q2 		$3.27K Buy
+69
New +$3.6K ﹤0.01% 2007

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

Smartleaf Asset Management's POWL Position: Q2 2026 in Review

Smartleaf Asset Management reduced its Powell Industries (POWL) stake by 67% in Q2 2026, selling an estimated $62.4K and leaving 115 shares worth $32.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1747.

Smartleaf Asset Management first reported a position in POWL in Q2 2024 and has held it in 9 quarters since. The position peaked at $64.8K in Q4 2025. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Smartleaf Asset Management held 115 shares of Powell Industries worth $32.3K as of Q2 2026.
  • Smartleaf Asset Management sold 230 Powell Industries shares in Q2 2026, an estimated $62.4K.
  • Powell Industries made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1747 holding.
  • Smartleaf Asset Management first reported a position in Powell Industries in Q2 2024 and has held it in 9 quarters since.
  • Smartleaf Asset Management's Powell Industries position peaked at $64.8K in Q4 2025.
  • 580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.