UBS AM
POWL icon

UBS AM’s Powell Industries POWL Stock Holding History

UBS AM’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 		$23.4M Buy
81,723
+7,257
+10% +$1.97M ﹤0.01% 872
2026
Q1 		$13.4M Buy
74,466
+4,032
+6% +$659K ﹤0.01% 1054
2025
Q4 		$7.48M Sell
70,434
-1,563
-2% -$176K ﹤0.01% 1262
2025
Q3 		$7.32M Sell
71,997
-43,563
-38% -$3.69M ﹤0.01% 1191
2025
Q2 		$8.11M Buy
115,560
+30,291
+36% +$1.83M ﹤0.01% 1461
2025
Q1 		$4.84M Buy
85,269
+3,933
+5% +$274K ﹤0.01% 1598
2024
Q4 		$6.01M Buy
81,336
+13,467
+20% +$1.2M ﹤0.01% 1512
2024
Q3 		$5.02M Sell
67,869
-3,099
-4% -$169K ﹤0.01% 1570
2024
Q2 		$3.39M Buy
70,968
+42,717
+151% +$2.23M ﹤0.01% 1710
2024
Q1 		$1.34M Buy
28,251
+16,830
+147% +$720K ﹤0.01% 1871
2023
Q4 		$337K Buy
+11,421
New +$318K ﹤0.01% 2403
2020
Q1 		– Sell
-22,191
Closed -$362K – 2515
2019
Q4 		$362K Buy
22,191
+6,192
+39% +$86.9K ﹤0.01% 2328
2019
Q3 		$209K Buy
+15,999
New +$199K ﹤0.01% 2569
2015
Q1 		– Sell
-12,600
Closed -$206K – 2638
2014
Q4 		$206K Buy
+12,600
New +$187K ﹤0.01% 2457
2014
Q3 		– Sell
-12,600
Closed -$275K – 2579
2014
Q2 		$275K Buy
12,600
+1,500
+14% +$31.6K ﹤0.01% 2235
2014
Q1 		$240K Hold
11,100
– – ﹤0.01% 2326
2013
Q4 		$248K Hold
11,100
– – ﹤0.01% 2257
2013
Q3 		$227K Buy
+11,100
New +$200K ﹤0.01% 2266

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

UBS AM's POWL Position: Q2 2026 in Review

UBS AM increased its Powell Industries (POWL) stake by 9.7% in Q2 2026, buying an estimated $1.97M and bringing the position to 81,723 shares worth $23.4M. The position accounts for ﹤0.01% of the portfolio, ranked #872.

UBS AM first reported a position in POWL in Q3 2013 and has held it in 18 quarters since. 581 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • UBS AM held 81,723 shares of Powell Industries worth $23.4M as of Q2 2026.
  • UBS AM bought 7,257 Powell Industries shares in Q2 2026, an estimated $1.97M.
  • Powell Industries made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #872 holding.
  • UBS AM first reported a position in Powell Industries in Q3 2013 and has held it in 18 quarters since.
  • 581 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.