Whittier Trust’s Powell Industries POWL Stock Holding History

Whittier Trust’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	$52.1K	Hold	210	–	–	﹤0.01%	868
2026 Q1	$13.1K	Hold	210	–	–	﹤0.01%	1080
2025 Q4	$25.2K	Hold	210	–	–	﹤0.01%	988
2025 Q3	$21.3K	Buy	+210	New	+$17.8K	﹤0.01%	990
2023 Q4	–	Sell	-30,000	Closed	-$829K	–	1637
2023 Q3	$829K	Hold	30,000	–	–	0.01%	375
2023 Q2	$606K	Hold	30,000	–	–	0.01%	431
2023 Q1	$426K	Hold	30,000	–	–	0.01%	491
2022 Q4	$352K	Hold	30,000	–	–	0.01%	527
2022 Q3	$211K	Hold	30,000	–	–	﹤0.01%	626
2022 Q2	$234K	Hold	30,000	–	–	﹤0.01%	603
2022 Q1	$194K	Hold	30,000	–	–	﹤0.01%	682
2021 Q4	$295K	Hold	30,000	–	–	﹤0.01%	591
2021 Q3	$246K	Hold	30,000	–	–	﹤0.01%	603
2021 Q2	$310K	Hold	30,000	–	–	0.01%	569
2021 Q1	$339K	Hold	30,000	–	–	0.01%	537
2020 Q4	$295K	Hold	30,000	–	–	0.01%	519
2020 Q3	$241K	Hold	30,000	–	–	0.01%	537
2020 Q2	$274K	Hold	30,000	–	–	0.01%	490
2020 Q1	$257K	Hold	30,000	–	–	0.01%	471
2019 Q4	$490K	Hold	30,000	–	–	0.01%	404
2019 Q3	$391K	Hold	30,000	–	–	0.01%	436
2019 Q2	$380K	Hold	30,000	–	–	0.01%	434
2019 Q1	$265K	Hold	30,000	–	–	0.01%	480
2018 Q4	$250K	Buy	+30,000	New	+$297K	0.01%	470

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 $3.37T AUM 44.26% 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

Whittier Trust's POWL Position: Q2 2026 in Review

Whittier Trust held its Powell Industries (POWL) position steady in Q2 2026 at 210 shares worth $52.1K. The position accounts for ﹤0.01% of the portfolio, ranked #868.

Whittier Trust first reported a position in POWL in Q4 2018 and has held it in 24 quarters since. The position peaked at $829K in Q3 2023. 581 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

Whittier Trust held 210 shares of Powell Industries worth $52.1K as of Q2 2026.
Whittier Trust left its Powell Industries share count unchanged in Q2 2026.
Powell Industries made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #868 holding.
Whittier Trust first reported a position in Powell Industries in Q4 2018 and has held it in 24 quarters since.
Whittier Trust's Powell Industries position peaked at $829K in Q3 2023.
581 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.