Clearstead Trust’s Powell Industries POWL Stock Holding History

Clearstead Trust’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
2025 Q4	–	Sell	-6	Closed	-$610	–	1398
2025 Q3	$610	Hold	6	–	–	﹤0.01%	1336
2025 Q2	$421	Buy	+6	New	+$362	﹤0.01%	1366

Other funds holding POWL

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return

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

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

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

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

Clearstead Trust's POWL Position: Q4 2025 in Review

Clearstead Trust sold out of Powell Industries (POWL) in Q4 2025, closing a stake of 6 shares — an estimated $610 sold.

Clearstead Trust first reported a position in POWL in Q2 2025 and held it in 2 quarters. The position peaked at $610 in Q3 2025. 422 funds tracked by Wall St. Rank hold POWL as of Q4 2025.

Clearstead Trust reported no remaining Powell Industries position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 6 Powell Industries shares in Q4 2025, an estimated $610.
Clearstead Trust first reported a position in Powell Industries in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Powell Industries position peaked at $610 in Q3 2025.
422 funds tracked by Wall St. Rank held Powell Industries as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.