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Stephens Inc’s Powell Industries POWL Stock Holding History

Stephens Inc’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 		$304K Sell
1,060
-461
-30% -$125K ﹤0.01% 1070
2026
Q1 		$274K Sell
1,521
-375
-20% -$61.3K ﹤0.01% 1077
2025
Q4 		$201K Sell
1,896
-237
-11% -$26.6K ﹤0.01% 1209
2025
Q3 		$217K Buy
+2,133
New +$181K ﹤0.01% 1184

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

Stephens Inc's POWL Position: Q2 2026 in Review

Stephens Inc reduced its Powell Industries (POWL) stake by 30% in Q2 2026, selling an estimated $125K and leaving 1,060 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

Stephens Inc first reported a position in POWL in Q3 2025 and has held it in 4 quarters since. 581 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Stephens Inc held 1,060 shares of Powell Industries worth $304K as of Q2 2026.
  • Stephens Inc sold 461 Powell Industries shares in Q2 2026, an estimated $125K.
  • Powell Industries made up ﹤0.01% of Stephens Inc's portfolio in Q2 2026, its #1070 holding.
  • Stephens Inc first reported a position in Powell Industries in Q3 2025 and has held it in 4 quarters since.
  • 581 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.