Bailard’s Powell Industries POWL Stock Holding History

Bailard’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	–	Sell	-783	Closed	-$224K	–	821
2026 Q2	$224K	Sell	783 -900	-53%	-$244K	﹤0.01%	714
2026 Q1	$304K	Sell	1,683 -300	-15%	-$49K	0.01%	589
2025 Q4	$211K	Sell	1,983 -1,200	-38%	-$135K	﹤0.01%	704
2025 Q3	$323K	Hold	3,183	–	–	0.01%	594
2025 Q2	$223K	Buy	+3,183	New	+$192K	0.01%	699
2025 Q1	–	Sell	-3,183	Closed	-$235K	–	824
2024 Q4	$235K	Sell	3,183 -3,000	-49%	-$268K	0.01%	654
2024 Q3	$458K	Hold	6,183	–	–	0.01%	483
2024 Q2	$296K	Hold	6,183	–	–	0.01%	556
2024 Q1	$293K	Buy	+6,183	New	+$265K	0.01%	570
2023 Q4	–	Sell	-11,100	Closed	-$307K	–	793
2023 Q3	$307K	Hold	11,100	–	–	0.01%	535
2023 Q2	$224K	Buy	+11,100	New	+$192K	0.01%	610
2023 Q1	–	Sell	-19,194	Closed	-$225K	–	770
2022 Q4	$225K	Buy	+19,194	New	+$176K	0.01%	618

Other funds holding POWL

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

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

AIM

Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

CAM

Cypress Asset Management Houston, Texas $506M AUM 36.14% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Bailard's POWL Position: Q3 2026 in Review

Bailard sold out of Powell Industries (POWL) in Q3 2026, closing a stake of 783 shares — an estimated $224K sold.

Bailard first reported a position in POWL in Q4 2022 and held it in 12 quarters. The position peaked at $458K in Q3 2024. 50 funds tracked by Wall St. Rank hold POWL as of Q3 2026.

Bailard reported no remaining Powell Industries position as of Q3 2026 after selling out during the quarter.
Bailard sold 783 Powell Industries shares in Q3 2026, an estimated $224K.
Bailard first reported a position in Powell Industries in Q4 2022 and held it in 12 quarters.
Bailard's Powell Industries position peaked at $458K in Q3 2024.
50 funds tracked by Wall St. Rank held Powell Industries as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.