Caption Management’s Powell Industries POWL Stock Holding History

Caption 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
2026 Q1	–	Sell	-7,500	Closed	-$1.23M	–	1951
2025 Q4	$797K	Buy	+7,500	New	+$842K	0.01%	1136

Other funds holding POWL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Caption Management's POWL Position: Q1 2026 in Review

Caption Management sold out of Powell Industries (POWL) in Q1 2026, closing a stake of 7,500 shares — an estimated $1.23M sold.

Caption Management first reported a position in POWL in Q4 2025 and held it in 1 quarter. The position peaked at $797K in Q4 2025. 477 funds tracked by Wall St. Rank hold POWL as of Q1 2026.

Caption Management reported no remaining Powell Industries position as of Q1 2026 after selling out during the quarter.
Caption Management sold 7,500 Powell Industries shares in Q1 2026, an estimated $1.23M.
Caption Management first reported a position in Powell Industries in Q4 2025 and held it in 1 quarter.
Caption Management's Powell Industries position peaked at $797K in Q4 2025.
477 funds tracked by Wall St. Rank held Powell Industries as of Q1 2026.

Based on Caption Management's 13F filing for Q1 2026, filed 15 May 2026.