Oak Ridge Investments’s Power Solutions International PSIX Stock Holding History

Oak Ridge Investments’s Portfolio PSIX Stock Details PSIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-13,307	Closed	-$810K	–	201
2026 Q1	$810K	Buy	+13,307	New	+$949K	0.05%	132
2017 Q1	–	Sell	-135,000	Closed	-$1.01M	–	156
2016 Q4	$1.01M	Sell	135,000 -20,000	-13%	-$219K	0.03%	133
2016 Q3	$1.59M	Hold	155,000	–	–	0.04%	128
2016 Q2	$2.77M	Hold	155,000	–	–	0.07%	119
2016 Q1	$2.14M	Buy	155,000 +2,900	+2%	+$34.6K	0.05%	122
2015 Q4	$2.78M	Hold	152,100	–	–	0.07%	126
2015 Q3	$3.45M	Hold	152,100	–	–	0.08%	121
2015 Q2	$8.22M	Buy	152,100 +25,100	+20%	+$1.48M	0.17%	107
2015 Q1	$8.16M	Hold	127,000	–	–	0.18%	109
2014 Q4	$6.55M	Hold	127,000	–	–	0.16%	108
2014 Q3	$8.76M	Hold	127,000	–	–	0.23%	100
2014 Q2	$9.14M	Buy	+127,000	New	+$9.76M	0.22%	103

Other funds holding PSIX

CCM

Capstone Capital Management Hong Kong $224M AUM

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

BRG

Bay Rivers Group Williamsburg, Virginia $293M AUM 48.17% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Oak Ridge Investments's PSIX Position: Q2 2026 in Review

Oak Ridge Investments sold out of Power Solutions International (PSIX) in Q2 2026, closing a stake of 13,307 shares — an estimated $810K sold.

Oak Ridge Investments first reported a position in PSIX in Q2 2014 and held it in 12 quarters. The position peaked at $9.14M in Q2 2014. 21 funds tracked by Wall St. Rank hold PSIX as of Q2 2026.

Oak Ridge Investments reported no remaining Power Solutions International position as of Q2 2026 after selling out during the quarter.
Oak Ridge Investments sold 13,307 Power Solutions International shares in Q2 2026, an estimated $810K.
Oak Ridge Investments first reported a position in Power Solutions International in Q2 2014 and held it in 12 quarters.
Oak Ridge Investments's Power Solutions International position peaked at $9.14M in Q2 2014.
21 funds tracked by Wall St. Rank held Power Solutions International as of Q2 2026.

Based on Oak Ridge Investments's 13F filing for Q2 2026, filed 21 Jul 2026.