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Ophir Asset Management’s Powell Industries POWL Stock Holding History

Ophir 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
2025
Q4 		– Sell
-363,720
Closed -$37M – 37
2025
Q3 		$37M Sell
363,720
-191,661
-35% -$16.3M 4.56% 9
2025
Q2 		$42.7M Buy
555,381
+231,093
+71% +$13.9M 6.79% 2
2025
Q1 		$18.4M Buy
324,288
+109,662
+51% +$7.64M 3.22% 15
2024
Q4 		$15.9M Buy
214,626
+52,092
+32% +$4.66M 2.36% 22
2024
Q3 		$12M Sell
162,534
-246,411
-60% -$13.4M 1.85% 22
2024
Q2 		$19.5M Buy
408,945
+126,849
+45% +$6.62M 3.46% 17
2024
Q1 		$13.4M Buy
+282,096
New +$12.1M 2.34% 23

Other funds holding POWL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 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

Ophir Asset Management's POWL Position: Q4 2025 in Review

Ophir Asset Management sold out of Powell Industries (POWL) in Q4 2025, closing a stake of 363,720 shares — an estimated $37M sold.

Ophir Asset Management first reported a position in POWL in Q1 2024 and held it in 7 quarters. The position peaked at $42.7M in Q2 2025. 421 funds tracked by Wall St. Rank hold POWL as of Q4 2025.

  • Ophir Asset Management reported no remaining Powell Industries position as of Q4 2025 after selling out during the quarter.
  • Ophir Asset Management sold 363,720 Powell Industries shares in Q4 2025, an estimated $37M.
  • Ophir Asset Management first reported a position in Powell Industries in Q1 2024 and held it in 7 quarters.
  • Ophir Asset Management's Powell Industries position peaked at $42.7M in Q2 2025.
  • 421 funds tracked by Wall St. Rank held Powell Industries as of Q4 2025.

Based on Ophir Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.