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Bosun Asset Management’s Powell Industries POWL Stock Holding History

Bosun Asset Management’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
2025
Q3 		– Sell
-62,790
Closed -$4.4M – 159
2025
Q2 		$4.4M Buy
62,790
+10,083
+19% +$608K 1.31% 14
2025
Q1 		$2.99M Buy
52,707
+1,929
+4% +$134K 1.28% 14
2024
Q4 		$3.75M Sell
50,778
-16,839
-25% -$1.51M 1.63% 10
2024
Q3 		$5M Buy
67,617
+8,499
+14% +$463K 2.38% 7
2024
Q2 		$2.83M Buy
59,118
+15,723
+36% +$820K 1.67% 14
2024
Q1 		$2.06M Buy
+43,395
New +$1.86M 1.17% 15

Other funds holding POWL

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return

Bosun Asset Management's POWL Position: Q3 2025 in Review

Bosun Asset Management sold out of Powell Industries (POWL) in Q3 2025, closing a stake of 62,790 shares — an estimated $4.4M sold.

Bosun Asset Management first reported a position in POWL in Q1 2024 and held it in 6 quarters. The position peaked at $5M in Q3 2024. 412 funds tracked by Wall St. Rank hold POWL as of Q3 2025.

  • Bosun Asset Management reported no remaining Powell Industries position as of Q3 2025 after selling out during the quarter.
  • Bosun Asset Management sold 62,790 Powell Industries shares in Q3 2025, an estimated $4.4M.
  • Bosun Asset Management first reported a position in Powell Industries in Q1 2024 and held it in 6 quarters.
  • Bosun Asset Management's Powell Industries position peaked at $5M in Q3 2024.
  • 412 funds tracked by Wall St. Rank held Powell Industries as of Q3 2025.

Based on Bosun Asset Management's 13F filing for Q3 2025, filed 10 Nov 2025.