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Brinker Capital Investments’s Powell Industries POWL Stock Holding History

Brinker Capital Investments’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 		$2.44M Sell
13,503
-5,097
-27% -$833K 0.02% 665
2025
Q4 		$1.98M Sell
18,600
-17,097
-48% -$1.92M 0.01% 852
2025
Q3 		$3.63M Sell
35,697
-15,900
-31% -$1.35M 0.03% 546
2025
Q2 		$3.62M Buy
51,597
+5,526
+12% +$333K 0.03% 510
2025
Q1 		$2.62M Buy
46,071
+8,406
+22% +$586K 0.03% 583
2024
Q4 		$2.78M Sell
37,665
-49,188
-57% -$4.4M 0.03% 543
2024
Q3 		$6.43M Sell
86,853
-3
-0% -$163 0.06% 287
2024
Q2 		$4.15M Buy
+86,856
New +$4.53M 0.04% 364

Other funds holding POWL

BlackRock
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
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
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return