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Hemington Wealth Management’s Powell Industries POWL Stock Holding History

Hemington Wealth 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 		$1K Buy
15
+6
+67% +$509 ﹤0.01% 1474
2025
Q2 		$0 Buy
+9
New +$543 ﹤0.01% 1674
2025
Q1 		– Sell
-3
Closed – – 1697
2024
Q4 		$0 Buy
+3
New +$268 ﹤0.01% 1731

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

Hemington Wealth Management's POWL Position: Q3 2025 in Review

Hemington Wealth Management increased its Powell Industries (POWL) stake by 67% in Q3 2025, buying an estimated $509 and bringing the position to 15 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1474.

Hemington Wealth Management first reported a position in POWL in Q4 2024 and has held it in 3 quarters since. 412 funds tracked by Wall St. Rank hold POWL as of Q3 2025.

  • Hemington Wealth Management held 15 shares of Powell Industries worth $1K as of Q3 2025.
  • Hemington Wealth Management bought 6 Powell Industries shares in Q3 2025, an estimated $509.
  • Powell Industries made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1474 holding.
  • Hemington Wealth Management first reported a position in Powell Industries in Q4 2024 and has held it in 3 quarters since.
  • 412 funds tracked by Wall St. Rank held Powell Industries as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.