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CoreCap Advisors’s Powell Industries POWL Stock Holding History

CoreCap 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
2025
Q4 		– Sell
-162
Closed -$16.5K – 3033
2025
Q3 		$16.5K Buy
162
+45
+38% +$3.82K ﹤0.01% 1745
2025
Q2 		$8.23K Hold
117
– – ﹤0.01% 1948
2025
Q1 		$6.65K Sell
117
-444
-79% -$30.9K ﹤0.01% 1995
2024
Q4 		$41.4K Buy
561
+111
+25% +$9.92K ﹤0.01% 1271
2024
Q3 		$33.3K Buy
+450
New +$24.5K ﹤0.01% 1351

Other funds holding POWL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Fisher Asset Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CoreCap Advisors's POWL Position: Q4 2025 in Review

CoreCap Advisors sold out of Powell Industries (POWL) in Q4 2025, closing a stake of 162 shares — an estimated $16.5K sold.

CoreCap Advisors first reported a position in POWL in Q3 2024 and held it in 5 quarters. The position peaked at $41.4K in Q4 2024. 422 funds tracked by Wall St. Rank hold POWL as of Q4 2025.

  • CoreCap Advisors reported no remaining Powell Industries position as of Q4 2025 after selling out during the quarter.
  • CoreCap Advisors sold 162 Powell Industries shares in Q4 2025, an estimated $16.5K.
  • CoreCap Advisors first reported a position in Powell Industries in Q3 2024 and held it in 5 quarters.
  • CoreCap Advisors's Powell Industries position peaked at $41.4K in Q4 2024.
  • 422 funds tracked by Wall St. Rank held Powell Industries as of Q4 2025.

Based on CoreCap Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.