OPS
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Orion Portfolio Solutions’s Powell Industries POWL Stock Holding History

Orion Portfolio Solutions’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
Q1 		$2.62M Buy
46,071
+8,406
+22% +$586K 0.03% 583
2024
Q4 		$2.78M Sell
37,665
-49,188
-57% -$4.4M 0.03% 543
2024
Q3 		$6.43M Sell
86,853
-3
-0% -$163 0.06% 287
2024
Q2 		$4.15M Buy
+86,856
New +$4.53M 0.04% 364
2020
Q3 		– Sell
-231
Closed -$2K – 1617
2020
Q2 		$2K Buy
+231
New +$1.96K ﹤0.01% 1809

Other funds holding POWL

TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Orion Portfolio Solutions's POWL Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Powell Industries (POWL) stake by 22% in Q1 2025, buying an estimated $586K and bringing the position to 46,071 shares worth $2.62M. The position accounts for 0.03% of the portfolio, ranked #583.

Orion Portfolio Solutions first reported a position in POWL in Q2 2020 and has held it in 5 quarters since. The position peaked at $6.43M in Q3 2024. 340 funds tracked by Wall St. Rank hold POWL as of Q1 2025.

  • Orion Portfolio Solutions held 46,071 shares of Powell Industries worth $2.62M as of Q1 2025.
  • Orion Portfolio Solutions bought 8,406 Powell Industries shares in Q1 2025, an estimated $586K.
  • Powell Industries made up 0.03% of Orion Portfolio Solutions's portfolio in Q1 2025, its #583 holding.
  • Orion Portfolio Solutions first reported a position in Powell Industries in Q2 2020 and has held it in 5 quarters since.
  • Orion Portfolio Solutions's Powell Industries position peaked at $6.43M in Q3 2024.
  • 340 funds tracked by Wall St. Rank held Powell Industries as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.