NewSquare Capital’s Powell Industries POWL Stock Holding History

NewSquare 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 Q3	–	Sell	-12	Closed	-$842	–	952
2025 Q2	$842	Hold	12	–	–	﹤0.01%	1075
2025 Q1	$681	Buy	+12	New	+$836	﹤0.01%	974

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return

NewSquare Capital's POWL Position: Q3 2025 in Review

NewSquare Capital sold out of Powell Industries (POWL) in Q3 2025, closing a stake of 12 shares — an estimated $842 sold.

NewSquare Capital first reported a position in POWL in Q1 2025 and held it in 2 quarters. The position peaked at $842 in Q2 2025. 412 funds tracked by Wall St. Rank hold POWL as of Q3 2025.

NewSquare Capital reported no remaining Powell Industries position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 12 Powell Industries shares in Q3 2025, an estimated $842.
NewSquare Capital first reported a position in Powell Industries in Q1 2025 and held it in 2 quarters.
NewSquare Capital's Powell Industries position peaked at $842 in Q2 2025.
412 funds tracked by Wall St. Rank held Powell Industries as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.