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NewEdge Advisors’s
Powell Industries
POWL
Stock Holding History
NewEdge Advisors’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
$5.93M
Buy
32,853
+5,493
+20%
+$898K
0.02%
626
2025
Q4
$2.91M
Buy
27,360
+9,435
+53%
+$1.06M
0.01%
889
2025
Q3
$1.82M
Buy
17,925
+1,227
+7%
+$104K
0.01%
1066
2025
Q2
$1.17M
Sell
16,698
-2,232
-12%
-$135K
0.01%
1201
2025
Q1
$1.07M
Buy
18,930
+1,383
+8%
+$96.4K
0.01%
1153
2024
Q4
$1.3M
Buy
+17,547
New
+$1.57M
0.01%
1035
Other funds holding POWL
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
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
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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