UBS Group’s Powell Industries POWL Stock Holding History

UBS 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 Q1	–	Sell	-1,506	Closed	-$160K	–	11011
2025 Q4	$160K	Buy	+1,506	New	+$169K	﹤0.01%	6681

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 $3.38T AUM 44.17% 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

UBS Group's POWL Position: Q2 2026 in Review

UBS Group reduced its Powell Industries (POWL) stake by 16% in Q2 2026, selling an estimated $19.2M and leaving 367,666 shares worth $105M. The position accounts for 0.01% of the portfolio, ranked #1090.

UBS Group first reported a position in POWL in Q4 2014 and has held it in 47 quarters since. 584 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

UBS Group held 367,666 shares of Powell Industries worth $105M as of Q2 2026.
UBS Group sold 70,760 Powell Industries shares in Q2 2026, an estimated $19.2M.
Powell Industries made up 0.01% of UBS Group's portfolio in Q2 2026, its #1090 holding.
UBS Group first reported a position in Powell Industries in Q4 2014 and has held it in 47 quarters since.
584 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

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