Pathstone Holdings
POWL icon

Pathstone Holdings’s Powell Industries POWL Stock Holding History

Pathstone Holdings’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 		$1.81M Buy
10,047
+1,440
+17% +$235K 0.01% 1082
2025
Q4 		$915K Sell
8,607
-45
-0.5% -$5.05K ﹤0.01% 1462
2025
Q3 		$879K Buy
8,652
+1,677
+24% +$142K ﹤0.01% 1498
2025
Q2 		$489K Sell
6,975
-3,768
-35% -$227K ﹤0.01% 1729
2025
Q1 		$610K Buy
10,743
+3,813
+55% +$266K ﹤0.01% 1623
2024
Q4 		$512K Sell
6,930
-1,785
-20% -$160K ﹤0.01% 1707
2024
Q3 		$645K Buy
8,715
+420
+5% +$22.9K ﹤0.01% 1610
2024
Q2 		$397K Buy
8,295
+66
+0.8% +$3.44K ﹤0.01% 1811
2024
Q1 		$390K Sell
8,229
-63
-0.8% -$2.7K ﹤0.01% 1800
2023
Q4 		$244K Buy
+8,292
New +$231K ﹤0.01% 1956

Other funds holding POWL

BlackRock
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
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 $653B AUM 32.41% 1-Year Est. Return