Hel Ved Capital Management’s Powell Industries POWL Stock Holding History

Hel Ved Capital 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 Q4	–	Sell	-12,600	Closed	-$1.28M	–	79
2025 Q3	$1.28M	Buy	+12,600	New	+$1.07M	0.27%	57
2024 Q3	–	Sell	-157,521	Closed	-$7.53M	–	67
2024 Q2	$7.53M	Buy	157,521 +74,580	+90%	+$3.89M	2.05%	16
2024 Q1	$3.93M	Buy	+82,941	New	+$3.55M	0.97%	28

Other funds holding POWL

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

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

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

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

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

Hel Ved Capital Management's POWL Position: Q4 2025 in Review

Hel Ved Capital Management sold out of Powell Industries (POWL) in Q4 2025, closing a stake of 12,600 shares — an estimated $1.28M sold.

Hel Ved Capital Management first reported a position in POWL in Q1 2024 and held it in 3 quarters. The position peaked at $7.53M in Q2 2024. 421 funds tracked by Wall St. Rank hold POWL as of Q4 2025.

Hel Ved Capital Management reported no remaining Powell Industries position as of Q4 2025 after selling out during the quarter.
Hel Ved Capital Management sold 12,600 Powell Industries shares in Q4 2025, an estimated $1.28M.
Hel Ved Capital Management first reported a position in Powell Industries in Q1 2024 and held it in 3 quarters.
Hel Ved Capital Management's Powell Industries position peaked at $7.53M in Q2 2024.
421 funds tracked by Wall St. Rank held Powell Industries as of Q4 2025.

Based on Hel Ved Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.