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Castleark Management’s Powell Industries POWL Stock Holding History

Castleark 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 		$222K Sell
1,230
-1,260
-51% -$206K 0.01% 268
2025
Q4 		$265K Buy
+2,490
New +$280K 0.01% 271

Other funds holding POWL

BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 1-Year Est. Return

Castleark Management's POWL Position: Q1 2026 in Review

Castleark Management reduced its Powell Industries (POWL) stake by 51% in Q1 2026, selling an estimated $206K and leaving 1,230 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #268.

Castleark Management first reported a position in POWL in Q4 2025 and has held it in 2 quarters since. The position peaked at $265K in Q4 2025. 474 funds tracked by Wall St. Rank hold POWL as of Q1 2026.

  • Castleark Management held 1,230 shares of Powell Industries worth $222K as of Q1 2026.
  • Castleark Management sold 1,260 Powell Industries shares in Q1 2026, an estimated $206K.
  • Powell Industries made up 0.01% of Castleark Management's portfolio in Q1 2026, its #268 holding.
  • Castleark Management first reported a position in Powell Industries in Q4 2025 and has held it in 2 quarters since.
  • Castleark Management's Powell Industries position peaked at $265K in Q4 2025.
  • 474 funds tracked by Wall St. Rank held Powell Industries as of Q1 2026.

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