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Global Financial Private Client’s Powell Industries POWL Stock Holding History

Global Financial Private Client’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
-3
Closed -$170 – 1241
2025
Q1 		$170 Buy
+3
New +$209 ﹤0.01% 1550

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

Global Financial Private Client's POWL Position: Q2 2025 in Review

Global Financial Private Client sold out of Powell Industries (POWL) in Q2 2025, closing a stake of 3 shares — an estimated $170 sold.

Global Financial Private Client first reported a position in POWL in Q1 2025 and held it in 1 quarter. The position peaked at $170 in Q1 2025. 373 funds tracked by Wall St. Rank hold POWL as of Q2 2025.

  • Global Financial Private Client reported no remaining Powell Industries position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 3 Powell Industries shares in Q2 2025, an estimated $170.
  • Global Financial Private Client first reported a position in Powell Industries in Q1 2025 and held it in 1 quarter.
  • Global Financial Private Client's Powell Industries position peaked at $170 in Q1 2025.
  • 373 funds tracked by Wall St. Rank held Powell Industries as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.