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Verdence Capital Advisors’s Powell Industries POWL Stock Holding History

Verdence Capital 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 		$323K Sell
1,126
-11
-1% -$2.98K 0.02% 527
2026
Q1 		$205K Buy
+1,137
New +$186K 0.01% 603
2025
Q4 		– Sell
-2,586
Closed -$323K – 693
2025
Q3 		$323K Buy
+2,586
New +$219K 0.02% 573

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

Verdence Capital Advisors's POWL Position: Q2 2026 in Review

Verdence Capital Advisors reduced its Powell Industries (POWL) stake by 0.97% in Q2 2026, selling an estimated $2.98K and leaving 1,126 shares worth $323K. The position accounts for 0.02% of the portfolio, ranked #527.

Verdence Capital Advisors first reported a position in POWL in Q3 2025 and has held it in 3 quarters since. The position peaked at $323K in Q3 2025. 581 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Verdence Capital Advisors held 1,126 shares of Powell Industries worth $323K as of Q2 2026.
  • Verdence Capital Advisors sold 11 Powell Industries shares in Q2 2026, an estimated $2.98K.
  • Powell Industries made up 0.02% of Verdence Capital Advisors's portfolio in Q2 2026, its #527 holding.
  • Verdence Capital Advisors first reported a position in Powell Industries in Q3 2025 and has held it in 3 quarters since.
  • Verdence Capital Advisors's Powell Industries position peaked at $323K in Q3 2025.
  • 581 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.