Covestor’s Powell Industries POWL Stock Holding History

Covestor’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 Q1	$150K	Sell	828 -1,278	-61%	-$209K	0.1%	152
2025 Q4	$224K	Buy	2,106 +2,019	+2,321%	+$227K	0.12%	180
2025 Q3	$9K	Sell	87 -600	-87%	-$50.9K	0.01%	1681
2025 Q2	$48K	Buy	687 +78	+13%	+$4.71K	0.03%	903
2025 Q1	$35K	Sell	609 -105	-15%	-$7.32K	0.02%	977
2024 Q4	$52K	Buy	714 +27	+4%	+$2.41K	0.03%	841
2024 Q3	$51K	Buy	687 +123	+22%	+$6.7K	0.03%	870
2024 Q2	$27K	Sell	564 -15	-3%	-$782	0.02%	1087
2024 Q1	$28K	Sell	579 -501	-46%	-$21.4K	0.02%	1095
2023 Q4	$31K	Sell	1,080 -1,308	-55%	-$36.4K	0.02%	1044
2023 Q3	$66K	Buy	2,388 +1,308	+121%	+$32.4K	0.05%	641
2023 Q2	$22K	Buy	1,080 +807	+296%	+$14K	0.02%	1101
2023 Q1	$4K	Buy	273 +258	+1,720%	+$3.57K	﹤0.01%	1621
2022 Q4	$0	Sell	15 -15	-50%	-$137	﹤0.01%	2488
2022 Q3	$0	Buy	+30	New	+$241	﹤0.01%	2451

Other funds holding POWL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return