Cypress Asset Management
POWL icon

Cypress Asset Management’s Powell Industries POWL Stock Holding History

Cypress 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 		$2.8M Sell
15,180
-150
-1% -$30.8K 0.55% 42
2026
Q2 		$4.39M Hold
15,330
– – 0.85% 31
2026
Q1 		$2.76M Sell
15,330
-330
-2% -$53.9K 0.64% 38
2025
Q4 		$1.66M Buy
15,660
+9
+0.1% +$1.01K 0.37% 56
2025
Q3 		$1.59M Sell
15,651
-225
-1% -$19.1K 0.36% 58
2025
Q2 		$1.11M Buy
15,876
+336
+2% +$20.3K 0.27% 64
2025
Q1 		$882K Buy
+15,540
New +$1.08M 0.24% 68

Other funds holding POWL

Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Quantum Private Wealth
Quantum Private Wealth Tampa, Florida $391M AUM 50.76% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Chatham Capital Group
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

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

Cypress Asset Management reduced its Powell Industries (POWL) stake by 0.98% in Q3 2026, selling an estimated $30.8K and leaving 15,180 shares worth $2.8M. The position accounts for 0.55% of the portfolio, ranked #42.

Cypress Asset Management first reported a position in POWL in Q1 2025 and has held it in 7 quarters since. The position peaked at $4.39M in Q2 2026. 87 funds tracked by Wall St. Rank hold POWL as of Q3 2026.

  • Cypress Asset Management held 15,180 shares of Powell Industries worth $2.8M as of Q3 2026.
  • Cypress Asset Management sold 150 Powell Industries shares in Q3 2026, an estimated $30.8K.
  • Powell Industries made up 0.55% of Cypress Asset Management's portfolio in Q3 2026, its #42 holding.
  • Cypress Asset Management first reported a position in Powell Industries in Q1 2025 and has held it in 7 quarters since.
  • Cypress Asset Management's Powell Industries position peaked at $4.39M in Q2 2026.
  • 87 funds tracked by Wall St. Rank held Powell Industries as of Q3 2026.

Based on Cypress Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.