Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Powell Industries POWL Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-6,943,422
Closed -$705M – 1097
2025
Q3 		$705M Buy
6,943,422
+2,059,764
+42% +$175M 2.75% 4
2025
Q2 		$343M Buy
+4,883,658
New +$295M 1.46% 10

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State Street
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VC
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GKIM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kovitz Investment Group Partners's POWL Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Powell Industries (POWL) in Q4 2025, closing a stake of 6,943,422 shares — an estimated $705M sold.

Kovitz Investment Group Partners first reported a position in POWL in Q2 2025 and held it in 2 quarters. The position peaked at $705M in Q3 2025. 422 funds tracked by Wall St. Rank hold POWL as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Powell Industries position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 6,943,422 Powell Industries shares in Q4 2025, an estimated $705M.
  • Kovitz Investment Group Partners first reported a position in Powell Industries in Q2 2025 and held it in 2 quarters.
  • Kovitz Investment Group Partners's Powell Industries position peaked at $705M in Q3 2025.
  • 422 funds tracked by Wall St. Rank held Powell Industries as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.