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Triumph Capital Management’s Powell Industries POWL Stock Holding History

Triumph Capital 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 		– Sell
-21
Closed -$3.79K – 1907
2026
Q1 		$3.79K Sell
21
-2,931
-99% -$479K ﹤0.01% 1397
2025
Q4 		$314K Sell
2,952
-1,599
-35% -$180K 0.07% 246
2025
Q3 		$462K Buy
+4,551
New +$386K 0.12% 177
2024
Q4 		– Sell
-5,118
Closed -$379K – 289
2024
Q3 		$379K Buy
+5,118
New +$279K 0.13% 170

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

Triumph Capital Management's POWL Position: Q2 2026 in Review

Triumph Capital Management sold out of Powell Industries (POWL) in Q2 2026, closing a stake of 21 shares — an estimated $3.79K sold.

Triumph Capital Management first reported a position in POWL in Q3 2024 and held it in 4 quarters. The position peaked at $462K in Q3 2025. 584 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Triumph Capital Management reported no remaining Powell Industries position as of Q2 2026 after selling out during the quarter.
  • Triumph Capital Management sold 21 Powell Industries shares in Q2 2026, an estimated $3.79K.
  • Triumph Capital Management first reported a position in Powell Industries in Q3 2024 and held it in 4 quarters.
  • Triumph Capital Management's Powell Industries position peaked at $462K in Q3 2025.
  • 584 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.