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POWL icon

INVST’s Powell Industries POWL Stock Holding History

INVST’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 		$1.85M Sell
10,245
-5,973
-37% -$976K 0.21% 86
2025
Q4 		$1.72M Sell
16,218
-252
-2% -$28.3K 0.19% 95
2025
Q3 		$1.67M Buy
16,470
+534
+3% +$45.3K 0.19% 96
2025
Q2 		$1.12M Sell
15,936
-1,197
-7% -$72.2K 0.14% 129
2025
Q1 		$973K Buy
17,133
+1,689
+11% +$118K 0.13% 128
2024
Q4 		$1.14M Buy
15,444
+513
+3% +$45.9K 0.14% 99
2024
Q3 		$1.1M Buy
14,931
+2,328
+18% +$127K 0.13% 93
2024
Q2 		$603K Buy
12,603
+4,488
+55% +$234K 0.07% 156
2024
Q1 		$370K Buy
8,115
+2,649
+48% +$113K 0.04% 176
2023
Q4 		$230K Buy
+5,466
New +$152K 0.03% 194

Other funds holding POWL

BlackRock
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return