Stephens Investment Management Group’s Powell Industries POWL Stock Holding History

Stephens Investment Management Group’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	$37.5M	Sell	131,046 -48,285	-27%	-$13.1M	0.4%	103
2026 Q1	$32.3M	Sell	179,331 -51,126	-22%	-$8.36M	0.44%	97
2025 Q4	$24.5M	Sell	230,457 -38,550	-14%	-$4.33M	0.32%	113
2025 Q3	$27.3M	Buy	269,007 +16,365	+6%	+$1.39M	0.35%	106
2025 Q2	$17.7M	Buy	252,642 +30,633	+14%	+$1.85M	0.23%	120
2025 Q1	$12.6M	Buy	222,009 +5,961	+3%	+$415K	0.18%	129
2024 Q4	$16M	Buy	216,048 +32,175	+17%	+$2.88M	0.21%	128
2024 Q3	$13.6M	Buy	+183,873	New	+$10M	0.19%	125

Other funds holding POWL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stephens Investment Management Group's POWL Position: Q2 2026 in Review

Stephens Investment Management Group reduced its Powell Industries (POWL) stake by 27% in Q2 2026, selling an estimated $13.1M and leaving 131,046 shares worth $37.5M. The position accounts for 0.4% of the portfolio, ranked #103.

Stephens Investment Management Group first reported a position in POWL in Q3 2024 and has held it in 8 quarters since. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

Stephens Investment Management Group held 131,046 shares of Powell Industries worth $37.5M as of Q2 2026.
Stephens Investment Management Group sold 48,285 Powell Industries shares in Q2 2026, an estimated $13.1M.
Powell Industries made up 0.4% of Stephens Investment Management Group's portfolio in Q2 2026, its #103 holding.
Stephens Investment Management Group first reported a position in Powell Industries in Q3 2024 and has held it in 8 quarters since.
580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

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