Congress Asset Management’s Powell Industries POWL Stock Holding History

Congress Asset 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 Q2	$12.2M	Buy	42,456 +429	+1%	+$116K	0.07%	202
2026 Q1	$7.58M	Buy	42,027 +5,709	+16%	+$933K	0.05%	227
2025 Q4	$3.86M	Buy	36,318 +1,047	+3%	+$118K	0.03%	247
2025 Q3	$3.58M	Buy	35,271 +300	+0.9%	+$25.4K	0.02%	249
2025 Q2	$2.45M	Buy	+34,971	New	+$2.11M	0.02%	270

Other funds holding POWL

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

Bay Rivers Group Williamsburg, Virginia $293M AUM 48.17% 1-Year Est. Return

FCG Investment Company Germantown, Tennessee $289M AUM

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return