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 Q3	$9.49M	Buy	51,438 +8,982	+21%	+$1.84M	0.06%	232
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

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

AIM

Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

CAM

Cypress Asset Management Houston, Texas $506M AUM 36.14% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FIC

FCG Investment Company Germantown, Tennessee $304M AUM

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Congress Asset Management's POWL Position: Q3 2026 in Review

Congress Asset Management increased its Powell Industries (POWL) stake by 21% in Q3 2026, buying an estimated $1.84M and bringing the position to 51,438 shares worth $9.49M. The position accounts for 0.06% of the portfolio, ranked #232.

Congress Asset Management first reported a position in POWL in Q2 2025 and has held it in 6 quarters since. The position peaked at $12.2M in Q2 2026. 30 funds tracked by Wall St. Rank hold POWL as of Q3 2026.

Congress Asset Management held 51,438 shares of Powell Industries worth $9.49M as of Q3 2026.
Congress Asset Management bought 8,982 Powell Industries shares in Q3 2026, an estimated $1.84M.
Powell Industries made up 0.06% of Congress Asset Management's portfolio in Q3 2026, its #232 holding.
Congress Asset Management first reported a position in Powell Industries in Q2 2025 and has held it in 6 quarters since.
Congress Asset Management's Powell Industries position peaked at $12.2M in Q2 2026.
30 funds tracked by Wall St. Rank held Powell Industries as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.