CG
POWL icon

Cynosure Group’s Powell Industries POWL Stock Holding History

Cynosure Group’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 		$452K Buy
+2,505
New +$409K 0.06% 97
2025
Q4 		– Sell
-7,047
Closed -$716K – 499
2025
Q3 		$716K Hold
7,047
– – 0.08% 101
2025
Q2 		$494K Buy
7,047
+531
+8% +$32K 0.06% 168
2025
Q1 		$370K Buy
6,516
+2,961
+83% +$206K 0.05% 192
2024
Q4 		$263K Sell
3,555
-2,382
-40% -$213K 0.04% 358
2024
Q3 		$439K Buy
+5,937
New +$323K 0.06% 180

Other funds holding POWL

BlackRock
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return