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Vest Financial’s Powell Industries POWL Stock Holding History

Vest 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 		$7.54M Sell
26,341
-21,095
-44% -$5.72M 0.08% 202
2026
Q1 		$8.56M Buy
47,436
+4,230
+10% +$691K 0.1% 162
2025
Q4 		$4.59M Buy
43,206
+4,413
+11% +$496K 0.06% 228
2025
Q3 		$3.94M Buy
38,793
+1,491
+4% +$126K 0.05% 237
2025
Q2 		$2.62M Buy
37,302
+22,905
+159% +$1.38M 0.04% 248
2025
Q1 		$817K Buy
+14,397
New +$1M 0.01% 336

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

Vest Financial's POWL Position: Q2 2026 in Review

Vest Financial reduced its Powell Industries (POWL) stake by 44% in Q2 2026, selling an estimated $5.72M and leaving 26,341 shares worth $7.54M. The position accounts for 0.08% of the portfolio, ranked #202.

Vest Financial first reported a position in POWL in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.56M in Q1 2026. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Vest Financial held 26,341 shares of Powell Industries worth $7.54M as of Q2 2026.
  • Vest Financial sold 21,095 Powell Industries shares in Q2 2026, an estimated $5.72M.
  • Powell Industries made up 0.08% of Vest Financial's portfolio in Q2 2026, its #202 holding.
  • Vest Financial first reported a position in Powell Industries in Q1 2025 and has held it in 6 quarters since.
  • Vest Financial's Powell Industries position peaked at $8.56M in Q1 2026.
  • 580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.