Occudo Quantitative Strategies’s Powell Industries POWL Stock Holding History

Occudo Quantitative Strategies’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	$1.58M	Buy	+17,052	New	+$2.79M	0.09%	316
2025 Q4	–	Sell	-4,227	Closed	-$429K	–	873
2025 Q3	$429K	Buy	4,227 +1,314	+45%	+$111K	0.05%	425
2025 Q2	$204K	Sell	2,913 -3,564	-55%	-$215K	0.02%	538
2025 Q1	$382K	Buy	+6,477	New	+$451K	0.05%	424
2023 Q4	–	Sell	-10,368	Closed	-$287K	–	1111
2023 Q3	$287K	Buy	+10,368	New	+$257K	0.04%	678

Other funds holding POWL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

First Trust Advisors

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return