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Transamerica Financial Advisors’s Powell Industries POWL Stock Holding History

Transamerica Financial Advisors’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 		$140K Sell
489
-210
-30% -$57K 0.01% 494
2026
Q1 		$126K Buy
699
+297
+74% +$48.5K 0.01% 477
2025
Q4 		$42.7K Buy
402
+315
+362% +$35.4K ﹤0.01% 569
2025
Q3 		$8.54K Buy
+87
New +$7.38K ﹤0.01% 757

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

Transamerica Financial Advisors's POWL Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Powell Industries (POWL) stake by 30% in Q2 2026, selling an estimated $57K and leaving 489 shares worth $140K. The position accounts for 0.01% of the portfolio, ranked #494.

Transamerica Financial Advisors first reported a position in POWL in Q3 2025 and has held it in 4 quarters since. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Transamerica Financial Advisors held 489 shares of Powell Industries worth $140K as of Q2 2026.
  • Transamerica Financial Advisors sold 210 Powell Industries shares in Q2 2026, an estimated $57K.
  • Powell Industries made up 0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #494 holding.
  • Transamerica Financial Advisors first reported a position in Powell Industries in Q3 2025 and has held it in 4 quarters since.
  • 580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.