Cerity Partners
POWL icon

Cerity Partners’s Powell Industries POWL Stock Holding History

Cerity Partners’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 		$13.2M Sell
73,011
-38,871
-35% -$6.35M 0.02% 583
2025
Q4 		$11.9M Sell
111,882
-9,633
-8% -$1.08M 0.02% 577
2025
Q3 		$12.3M Sell
121,515
-42,939
-26% -$3.64M 0.02% 500
2025
Q2 		$11.5M Buy
164,454
+14,754
+10% +$890K 0.02% 489
2025
Q1 		$8.5M Buy
149,700
+33,447
+29% +$2.33M 0.02% 545
2024
Q4 		$8.59M Buy
116,253
+111,810
+2,517% +$9.99M 0.02% 537
2024
Q3 		$329K Buy
+4,443
New +$242K ﹤0.01% 1997
2024
Q2 		– Sell
-241,101
Closed -$11.4M – 2369
2024
Q1 		$11.4M Buy
+241,101
New +$10.3M 0.03% 425

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