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Freedom Investment Management’s Powell Industries POWL Stock Holding History

Freedom Investment 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 		– Sell
-10,167
Closed -$713K – 535
2025
Q2 		$713K Sell
10,167
-495
-5% -$29.9K 0.06% 340
2025
Q1 		$605K Buy
10,662
+3,399
+47% +$237K 0.05% 369
2024
Q4 		$537K Buy
7,263
+261
+4% +$23.3K 0.04% 410
2024
Q3 		$518K Sell
7,002
-3
-0% -$163 0.04% 430
2024
Q2 		$335K Buy
7,005
+744
+12% +$38.8K 0.03% 551
2024
Q1 		$297K Sell
6,261
-2,316
-27% -$99.1K 0.02% 608
2023
Q4 		$253K Buy
+8,577
New +$239K 0.02% 650

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return

Freedom Investment Management's POWL Position: Q3 2025 in Review

Freedom Investment Management sold out of Powell Industries (POWL) in Q3 2025, closing a stake of 10,167 shares — an estimated $713K sold.

Freedom Investment Management first reported a position in POWL in Q4 2023 and held it in 7 quarters. The position peaked at $713K in Q2 2025. 412 funds tracked by Wall St. Rank hold POWL as of Q3 2025.

  • Freedom Investment Management reported no remaining Powell Industries position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 10,167 Powell Industries shares in Q3 2025, an estimated $713K.
  • Freedom Investment Management first reported a position in Powell Industries in Q4 2023 and held it in 7 quarters.
  • Freedom Investment Management's Powell Industries position peaked at $713K in Q2 2025.
  • 412 funds tracked by Wall St. Rank held Powell Industries as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.