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Herald Investment Management’s Powell Industries POWL Stock Holding History

Herald 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
2026
Q3 		– Sell
-15,000
Closed -$4.29M – 63
2026
Q2 		$4.29M Hold
15,000
– – 0.58% 57
2026
Q1 		$2.7M Sell
15,000
-15,000
-50% -$2.45M 0.38% 67
2025
Q4 		$3.19M Buy
+30,000
New +$3.37M 0.42% 68

Other funds holding POWL

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Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
CAM
Cypress Asset Management Houston, Texas $506M AUM 36.14% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FIC
FCG Investment Company Germantown, Tennessee $304M AUM
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Herald Investment Management's POWL Position: Q3 2026 in Review

Herald Investment Management sold out of Powell Industries (POWL) in Q3 2026, closing a stake of 15,000 shares — an estimated $4.29M sold.

Herald Investment Management first reported a position in POWL in Q4 2025 and held it in 3 quarters. The position peaked at $4.29M in Q2 2026. 40 funds tracked by Wall St. Rank hold POWL as of Q3 2026.

  • Herald Investment Management reported no remaining Powell Industries position as of Q3 2026 after selling out during the quarter.
  • Herald Investment Management sold 15,000 Powell Industries shares in Q3 2026, an estimated $4.29M.
  • Herald Investment Management first reported a position in Powell Industries in Q4 2025 and held it in 3 quarters.
  • Herald Investment Management's Powell Industries position peaked at $4.29M in Q2 2026.
  • 40 funds tracked by Wall St. Rank held Powell Industries as of Q3 2026.

Based on Herald Investment Management's 13F filing for Q3 2026.