Algert Global’s Powell Industries POWL Stock Holding History

Algert Global’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	$5.77M	Buy	31,977 +6,825	+27%	+$1.12M	0.09%	400
2025 Q4	$2.67M	Hold	25,152	–	–	0.04%	629
2025 Q3	$2.56M	Sell	25,152 -44,421	-64%	-$3.77M	0.04%	616
2025 Q2	$4.88M	Buy	69,573 +15,711	+29%	+$948K	0.1%	339
2025 Q1	$3.06M	Sell	53,862 -9,270	-15%	-$646K	0.08%	451
2024 Q4	$4.66M	Buy	63,132 +5,400	+9%	+$483K	0.11%	307
2024 Q3	$4.27M	Buy	57,732 +1,500	+3%	+$81.7K	0.11%	307
2024 Q2	$2.69M	Buy	56,232 +26,859	+91%	+$1.4M	0.09%	368
2024 Q1	$1.39M	Buy	29,373 +2,373	+9%	+$102K	0.05%	526
2023 Q4	$796K	Buy	27,000 +6,540	+32%	+$182K	0.03%	682
2023 Q3	$565K	Buy	+20,460	New	+$507K	0.03%	704
2020 Q1	–	Sell	-23,070	Closed	-$377K	–	496
2019 Q4	$377K	Hold	23,070	–	–	0.11%	239
2019 Q3	$301K	Buy	+23,070	New	+$287K	0.11%	221
2016 Q3	–	Sell	-15,783	Closed	-$207K	–	423
2016 Q2	$207K	Buy	+15,783	New	+$177K	0.08%	319

Other funds holding POWL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return