IEQ Capital’s Powell Industries POWL Stock Holding History

IEQ Capital’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 Q2	–	Sell	-6,060	Closed	-$344K	–	1957
2025 Q1	$344K	Sell	6,060 -3,705	-38%	-$258K	﹤0.01%	1134
2024 Q4	$721K	Buy	+9,765	New	+$873K	0.01%	743

Other funds holding POWL

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

OAM

Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return

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

IEQ Capital's POWL Position: Q2 2025 in Review

IEQ Capital sold out of Powell Industries (POWL) in Q2 2025, closing a stake of 6,060 shares — an estimated $344K sold.

IEQ Capital first reported a position in POWL in Q4 2024 and held it in 2 quarters. The position peaked at $721K in Q4 2024. 373 funds tracked by Wall St. Rank hold POWL as of Q2 2025.

IEQ Capital reported no remaining Powell Industries position as of Q2 2025 after selling out during the quarter.
IEQ Capital sold 6,060 Powell Industries shares in Q2 2025, an estimated $344K.
IEQ Capital first reported a position in Powell Industries in Q4 2024 and held it in 2 quarters.
IEQ Capital's Powell Industries position peaked at $721K in Q4 2024.
373 funds tracked by Wall St. Rank held Powell Industries as of Q2 2025.

Based on IEQ Capital's 13F filing for Q2 2025, filed 14 Aug 2025.