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Horizon Investment Services’s Powell Industries POWL Stock Holding History

Horizon Investment Services’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
Q1 		$1.62M Sell
9,000
-915
-9% -$150K 0.56% 52
2025
Q4 		$1.05M Sell
9,915
-4,785
-33% -$537K 0.38% 56
2025
Q3 		$1.49M Sell
14,700
-1,224
-8% -$104K 0.56% 47
2025
Q2 		$1.12M Sell
15,924
-1,683
-10% -$102K 0.49% 47
2025
Q1 		$1,000K Sell
17,607
-4,323
-20% -$301K 0.49% 52
2024
Q4 		$1.62M Sell
21,930
-579
-3% -$51.8K 0.69% 41
2024
Q3 		$1.67M Buy
22,509
+3,219
+17% +$175K 0.71% 44
2024
Q2 		$922K Buy
19,290
+7,413
+62% +$387K 0.43% 53
2024
Q1 		$563K Buy
+11,877
New +$508K 0.28% 70

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VCM
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VPM
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State Street
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Dimensional Fund Advisors
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Morgan Stanley
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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return