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BOLTON SECURITIES CORPORATION’s Powell Industries POWL Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$1.13M Buy
+6,243
New +$1.02M 0.05% 349
2025
Q3 		$650K Buy
+6,402
New +$543K 0.03% 448
2025
Q1 		$397K Buy
+6,984
New +$487K 0.02% 536

Other funds holding POWL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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 $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's POWL Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Powell Industries (POWL) in Q1 2026: 6,243 shares worth $1.13M. The stake represents 0.05% of the portfolio and ranks #349 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in POWL as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in POWL in Q1 2025 and has held it in 3 quarters since. 482 funds tracked by Wall St. Rank hold POWL as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 6,243 shares of Powell Industries worth $1.13M as of Q1 2026.
  • Powell Industries was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Powell Industries made up 0.05% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #349 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Powell Industries in Q1 2025 and has held it in 3 quarters since.
  • 482 funds tracked by Wall St. Rank held Powell Industries as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.