Fortitude Family Office’s Powell Industries POWL Stock Holding History

Fortitude Family Office’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	$15.2K	Buy	84 +15	+22%	+$2.45K	﹤0.01%	511
2025 Q4	$7.33K	Hold	69	–	–	﹤0.01%	684
2025 Q3	$7.01K	Hold	69	–	–	﹤0.01%	690
2025 Q2	$4.84K	Hold	69	–	–	﹤0.01%	801
2025 Q1	$3.92K	Hold	69	–	–	﹤0.01%	790
2024 Q4	$5.1K	Hold	69	–	–	﹤0.01%	834
2024 Q3	$5.11K	Hold	69	–	–	﹤0.01%	784
2024 Q2	$3.3K	Hold	69	–	–	﹤0.01%	710
2024 Q1	$3.27K	Hold	69	–	–	﹤0.01%	733
2023 Q4	$2.03K	Buy	+69	New	+$1.92K	﹤0.01%	867

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