Rothwell Investment Advisors, LLC’s Powell Industries POWL Stock Holding History

Rothwell Investment Advisors, LLC’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 Q3	$366K	Buy	+1,983	New	+$407K	0.2%	102

Other funds holding POWL

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Rothwell Investment Advisors, LLC's POWL Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Powell Industries (POWL) in Q3 2026: 1,983 shares worth $366K. The stake represents 0.2% of the portfolio and ranks #102 among its holdings.

223 funds tracked by Wall St. Rank hold POWL as of Q3 2026.

Rothwell Investment Advisors, LLC held 1,983 shares of Powell Industries worth $366K as of Q3 2026.
Powell Industries was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Powell Industries made up 0.2% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #102 holding.
223 funds tracked by Wall St. Rank held Powell Industries as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.