Cambridge Investment Research Advisors
POWL icon

Cambridge Investment Research Advisors’s Powell Industries POWL Stock Holding History

Cambridge Investment Research Advisors’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 		$2.3M Buy
12,753
+3
+0% +$490 0.01% 1493
2025
Q4 		$1.35M Sell
12,750
-1,944
-13% -$218K ﹤0.01% 1869
2025
Q3 		$1.49M Sell
14,694
-7,452
-34% -$632K ﹤0.01% 1740
2025
Q2 		$1.55M Sell
22,146
-10,137
-31% -$612K ﹤0.01% 1623
2025
Q1 		$1.83M Sell
32,283
-9,594
-23% -$669K 0.01% 1411
2024
Q4 		$3.09M Buy
41,877
+4,404
+12% +$394K 0.01% 1072
2024
Q3 		$2.77M Buy
37,473
+1,809
+5% +$98.5K 0.01% 1124
2024
Q2 		$1.71M Buy
35,664
+15,603
+78% +$814K 0.01% 1393
2024
Q1 		$952K Buy
+20,061
New +$858K ﹤0.01% 1769

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