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Lindbrook Capital’s Powell Industries POWL Stock Holding History

Lindbrook 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
Q1 		$3.24K Buy
57
+42
+280% +$2.93K ﹤0.01% 2127
2024
Q4 		$1.11K Hold
15
– – ﹤0.01% 2459
2024
Q3 		$1.11K Sell
15
-60
-80% -$3.27K ﹤0.01% 2479
2024
Q2 		$3.58K Buy
+75
New +$3.91K ﹤0.01% 2141
2022
Q3 		– Sell
-153
Closed -$1K – 2848
2022
Q2 		$1K Buy
+153
New +$1.2K ﹤0.01% 2334

Other funds holding POWL

TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Lindbrook Capital's POWL Position: Q1 2025 in Review

Lindbrook Capital increased its Powell Industries (POWL) stake by 280% in Q1 2025, buying an estimated $2.93K and bringing the position to 57 shares worth $3.24K. The position accounts for ﹤0.01% of the portfolio, ranked #2127.

Lindbrook Capital first reported a position in POWL in Q2 2022 and has held it in 5 quarters since. The position peaked at $3.58K in Q2 2024. 340 funds tracked by Wall St. Rank hold POWL as of Q1 2025.

  • Lindbrook Capital held 57 shares of Powell Industries worth $3.24K as of Q1 2025.
  • Lindbrook Capital bought 42 Powell Industries shares in Q1 2025, an estimated $2.93K.
  • Powell Industries made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2127 holding.
  • Lindbrook Capital first reported a position in Powell Industries in Q2 2022 and has held it in 5 quarters since.
  • Lindbrook Capital's Powell Industries position peaked at $3.58K in Q2 2024.
  • 340 funds tracked by Wall St. Rank held Powell Industries as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.