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Diversified Trust’s Powell Industries POWL Stock Holding History

Diversified Trust’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
Q2 		– Sell
-4,683
Closed -$266K – 991
2025
Q1 		$266K Sell
4,683
-963
-17% -$67.1K 0.01% 771
2024
Q4 		$417K Buy
5,646
+447
+9% +$40K 0.01% 638
2024
Q3 		$385K Buy
5,199
+345
+7% +$18.8K 0.01% 671
2024
Q2 		$232K Buy
4,854
+387
+9% +$20.2K 0.01% 749
2024
Q1 		$212K Buy
+4,467
New +$191K 0.01% 740
2023
Q3 		– Sell
-11,268
Closed -$228K – 906
2023
Q2 		$228K Buy
+11,268
New +$195K 0.01% 729

Other funds holding POWL

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Diversified Trust's POWL Position: Q2 2025 in Review

Diversified Trust sold out of Powell Industries (POWL) in Q2 2025, closing a stake of 4,683 shares — an estimated $266K sold.

Diversified Trust first reported a position in POWL in Q2 2023 and held it in 6 quarters. The position peaked at $417K in Q4 2024. 373 funds tracked by Wall St. Rank hold POWL as of Q2 2025.

  • Diversified Trust reported no remaining Powell Industries position as of Q2 2025 after selling out during the quarter.
  • Diversified Trust sold 4,683 Powell Industries shares in Q2 2025, an estimated $266K.
  • Diversified Trust first reported a position in Powell Industries in Q2 2023 and held it in 6 quarters.
  • Diversified Trust's Powell Industries position peaked at $417K in Q4 2024.
  • 373 funds tracked by Wall St. Rank held Powell Industries as of Q2 2025.

Based on Diversified Trust's 13F filing for Q2 2025, filed 11 Jul 2025.