Forge First Asset Management’s Powell Industries POWL Stock Holding History

Forge First 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
2025 Q3	$933K	Buy	+9,183	New	+$779K	0.43%	31

Other funds holding POWL

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return

Forge First Asset Management's POWL Position: Q3 2025 in Review

Forge First Asset Management opened a new position in Powell Industries (POWL) in Q3 2025: 9,183 shares worth $933K. The stake represents 0.43% of the portfolio and ranks #31 among its holdings.

412 funds tracked by Wall St. Rank hold POWL as of Q3 2025.

Forge First Asset Management held 9,183 shares of Powell Industries worth $933K as of Q3 2025.
Powell Industries was a new Forge First Asset Management position in Q3 2025.
Powell Industries made up 0.43% of Forge First Asset Management's portfolio in Q3 2025, its #31 holding.
412 funds tracked by Wall St. Rank held Powell Industries as of Q3 2025.

Based on Forge First Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.