HRT Financial’s Powell Industries POWL Stock Holding History

HRT Financial’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	$3.55M	Buy	19,710 +17,658	+861%	+$2.89M	0.01%	1208
2025 Q4	$218K	Sell	2,052 -4,458	-68%	-$501K	﹤0.01%	2576
2025 Q3	$661K	Buy	+6,510	New	+$552K	﹤0.01%	1734
2025 Q2	–	Sell	-14,688	Closed	-$833K	–	3395
2025 Q1	$833K	Sell	14,688 -102,555	-87%	-$7.15M	0.01%	1201
2024 Q4	$8.66M	Buy	117,243 +48,084	+70%	+$4.3M	0.05%	262
2024 Q3	$5.12M	Sell	69,159 -39,924	-37%	-$2.17M	0.03%	448
2024 Q2	$5.21M	Buy	+109,083	New	+$5.69M	0.03%	385
2023 Q3	–	Sell	-34,698	Closed	-$700K	–	2968
2023 Q2	$700K	Buy	34,698 +5,640	+19%	+$97.7K	0.01%	1171
2023 Q1	$412K	Sell	29,058 -11,355	-28%	-$157K	0.01%	1512
2022 Q4	$473K	Buy	+40,413	New	+$370K	0.01%	1466
2021 Q4	–	Sell	-50,448	Closed	-$413K	–	3926
2021 Q3	$413K	Buy	+50,448	New	+$454K	﹤0.01%	2178

Other funds holding POWL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return