Concurrent Investment Advisors
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Concurrent Investment Advisors’s Powell Industries POWL Stock Holding History

Concurrent Investment 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
Q3 		$1.18M Sell
6,388
-11,605
-64% -$2.38M 0.01% 1068
2026
Q2 		$5.15M Buy
17,993
+11,876
+194% +$3.22M 0.04% 426
2026
Q1 		$1.1M Sell
6,117
-6,042
-50% -$987K 0.01% 835
2025
Q4 		$1.29M Buy
12,159
+7,488
+160% +$841K 0.01% 723
2025
Q3 		$475K Buy
+4,671
New +$396K 0.01% 940

Other funds holding POWL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
TCW Group
TCW Group Los Angeles, California $13B AUM 38.16% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Concurrent Investment Advisors's POWL Position: Q3 2026 in Review

Concurrent Investment Advisors reduced its Powell Industries (POWL) stake by 64% in Q3 2026, selling an estimated $2.38M and leaving 6,388 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #1068.

Concurrent Investment Advisors first reported a position in POWL in Q3 2025 and has held it in 5 quarters since. The position peaked at $5.15M in Q2 2026. 283 funds tracked by Wall St. Rank hold POWL as of Q3 2026.

  • Concurrent Investment Advisors held 6,388 shares of Powell Industries worth $1.18M as of Q3 2026.
  • Concurrent Investment Advisors sold 11,605 Powell Industries shares in Q3 2026, an estimated $2.38M.
  • Powell Industries made up 0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #1068 holding.
  • Concurrent Investment Advisors first reported a position in Powell Industries in Q3 2025 and has held it in 5 quarters since.
  • Concurrent Investment Advisors's Powell Industries position peaked at $5.15M in Q2 2026.
  • 283 funds tracked by Wall St. Rank held Powell Industries as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.