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Oberweis Asset Management’s Powell Industries POWL Stock Holding History

Oberweis Asset Management’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 		$18.5M Sell
102,471
-43,629
-30% -$7.13M 0.55% 67
2025
Q4 		$15.5M Buy
146,100
+3,600
+3% +$404K 0.57% 69
2025
Q3 		$14.5M Buy
142,500
+30,900
+28% +$2.62M 0.55% 69
2025
Q2 		$7.83M Buy
111,600
+61,200
+121% +$3.69M 0.34% 106
2025
Q1 		$2.86M Hold
50,400
– – 0.14% 158
2024
Q4 		$3.72M Hold
50,400
– – 0.18% 155
2024
Q3 		$3.73M Hold
50,400
– – 0.19% 158
2024
Q2 		$2.41M Hold
50,400
– – 0.15% 165
2024
Q1 		$2.39M Sell
50,400
-35,400
-41% -$1.51M 0.17% 162
2023
Q4 		$2.53M Buy
85,800
+9,600
+13% +$267K 0.24% 152
2023
Q3 		$2.11M Buy
+76,200
New +$1.89M 0.22% 152
2020
Q3 		– Sell
-64,305
Closed -$587K – 137
2020
Q2 		$587K Buy
+64,305
New +$547K 0.23% 78
2020
Q1 		– Sell
-87,900
Closed -$1.44M – 196
2019
Q4 		$1.44M Sell
87,900
-3,300
-4% -$46.3K 0.48% 38
2019
Q3 		$1.19M Buy
91,200
+11,400
+14% +$142K 0.27% 56
2019
Q2 		$1.01M Buy
+79,800
New +$889K 0.18% 75
2018
Q4 		– Sell
-61,500
Closed -$743K – 210
2018
Q3 		$743K Buy
+61,500
New +$763K 0.14% 127

Other funds holding POWL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Oberweis Asset Management's POWL Position: Q1 2026 in Review

Oberweis Asset Management reduced its Powell Industries (POWL) stake by 30% in Q1 2026, selling an estimated $7.13M and leaving 102,471 shares worth $18.5M. The position accounts for 0.55% of the portfolio, ranked #67.

Oberweis Asset Management first reported a position in POWL in Q3 2018 and has held it in 16 quarters since. 474 funds tracked by Wall St. Rank hold POWL as of Q1 2026.

  • Oberweis Asset Management held 102,471 shares of Powell Industries worth $18.5M as of Q1 2026.
  • Oberweis Asset Management sold 43,629 Powell Industries shares in Q1 2026, an estimated $7.13M.
  • Powell Industries made up 0.55% of Oberweis Asset Management's portfolio in Q1 2026, its #67 holding.
  • Oberweis Asset Management first reported a position in Powell Industries in Q3 2018 and has held it in 16 quarters since.
  • 474 funds tracked by Wall St. Rank held Powell Industries as of Q1 2026.

Based on Oberweis Asset Management's 13F filing for Q1 2026, filed 15 May 2026.