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 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

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