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Trek Financial’s Powell Industries POWL Stock Holding History

Trek Financial’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 		– Sell
-3,765
Closed -$679K – 548
2026
Q1 		$679K Buy
+3,765
New +$615K 0.04% 268
2025
Q4 		– Sell
-5,784
Closed -$588K – 495
2025
Q3 		$588K Buy
+5,784
New +$490K 0.04% 272
2025
Q1 		– Sell
-4,041
Closed -$299K – 433
2024
Q4 		$299K Sell
4,041
-1,176
-23% -$105K 0.02% 326
2024
Q3 		$386K Buy
5,217
+93
+2% +$5.06K 0.03% 273
2024
Q2 		$245K Buy
5,124
+648
+14% +$33.8K 0.02% 339
2024
Q1 		$212K Buy
+4,476
New +$192K 0.02% 371

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

Trek Financial's POWL Position: Q2 2026 in Review

Trek Financial sold out of Powell Industries (POWL) in Q2 2026, closing a stake of 3,765 shares — an estimated $679K sold.

Trek Financial first reported a position in POWL in Q1 2024 and held it in 6 quarters. The position peaked at $679K in Q1 2026. 581 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Trek Financial reported no remaining Powell Industries position as of Q2 2026 after selling out during the quarter.
  • Trek Financial sold 3,765 Powell Industries shares in Q2 2026, an estimated $679K.
  • Trek Financial first reported a position in Powell Industries in Q1 2024 and held it in 6 quarters.
  • Trek Financial's Powell Industries position peaked at $679K in Q1 2026.
  • 581 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Trek Financial's 13F filing for Q2 2026, filed 13 Aug 2026.