MORGAN STANLEY

CIK

895421

City

NEW YORK

State / Country

Stock

POWL — Powell Industries Inc

Top Portfolio Positions

5,244 positions · $1,252,837,734,084 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	244,474,722	$62,045,239,682	4.95%
NVDA	Nvidia Corp Technology	342,954,346	$59,811,237,934	4.77%
MSFT	Microsoft Corp Technology	124,881,288	$46,227,306,365	3.69%
AMZN	Amazon Com Inc Consumer Cyclical	173,925,856	$36,223,538,016	2.89%
GOOGL	Alphabet Inc. Communication Services	120,955,598	$34,781,991,748	2.78%
SPY	Spdr S&P 500 ETF Trust	40,502,730	$26,340,545,421	2.10%
AVGO	Broadcom Inc. Technology	75,935,152	$23,502,688,883	1.88%
META	Meta Platforms, Inc. Communication Services	38,078,962	$21,786,116,518	1.74%
JPM	Jpmorgan Chase & Co Financial Services	68,544,442	$20,163,033,047	1.61%
TSLA	Tesla, Inc. Consumer Cyclical	39,177,400	$14,564,198,442	1.16%

Portfolio Trend

25 quarters · across all stocks

Holdings in POWL

Compact Export CSV

Shares Held

Position Value (USD)

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$147,171,590	271,996	+41.1%	Shares	Defined	2026-05-15
2025-12-31	$61,434,960	192,719	-35.0%	Shares	Defined	2026-05-27
2025-09-30	$90,365,493	296,465	+75.3%	Shares	Defined	2026-05-27
2025-06-30	$35,583,513	169,083	-72.6%	Shares	Defined	2025-08-15
2025-03-31	$105,177,409	617,492	+0.9%	Shares	Defined	2025-05-15
2024-12-31	$135,650,904	612,005	+13.8%	Shares	Defined	2025-05-15
2024-09-30	$119,402,423	537,873	+86.8%	Shares	Defined	2025-05-14
2024-06-30	$41,296,329	287,980	+116.2%	Shares	Defined	2025-05-14
2024-03-31	$18,954,927	133,204	-40.0%	Shares	Defined	2024-10-17
2023-12-31	$19,612,597	221,862	+37.4%	Shares	Defined	2024-08-16
2023-09-30	$13,386,025	161,472	+5.5%	Shares	Defined	2023-11-15
2023-06-30	$9,274,932	153,077	+17.3%	Shares	Defined	2023-08-14
2023-03-31	$5,557,012	130,477	-6.6%	Shares	Defined	2023-05-15
2022-12-31	$4,914,854	139,706	-6.2%	Shares	Defined	2023-02-14
2022-09-30	$3,139,673	148,941	-0.2%	Shares	Defined	2022-11-14
2022-06-30	$3,487,689	149,238	+42.1%	Shares	Defined	2022-10-27
2022-03-31	$2,039,778	105,035	+50.1%	Shares	Defined	2022-10-27
2021-12-31	$2,063,501	69,973	-16.7%	Shares	Defined	2022-02-14
2021-09-30	$2,065,081	84,049	+64.6%	Shares	Defined	2021-11-15
2021-06-30	$1,580,336	51,061	+142.6%	Shares	Defined	2021-08-23
2021-03-31	$712,895	21,048	-83.3%	Shares	Defined	2021-05-17
2020-12-31	$3,722,020	126,213	+491.3%	Shares	Defined	2021-02-16
2020-09-30	$515,078	21,346	-8.6%	Shares	Defined	2020-11-13
2020-06-30	$639,912	23,363	+8.3%	Shares	Defined	2020-08-14
2020-03-31	$553,753	21,572	—	Shares	Defined	2020-05-26
No 13F history on record for this holder in this stock.